SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,080 Value ($000) $515 Avg Close — Range —
Q3 2025
Shares 16,861 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 17,600 Value ($000) $445 Avg Close — Range —
Q1 2025
Shares 15,888 Value ($000) $372 Avg Close — Range —
Q4 2024
Shares 19,830 Value ($000) $513 Avg Close — Range —
Q3 2024
Shares 7,491 Value ($000) $386 Avg Close — Range —
Q2 2024
Shares 7,471 Value ($000) $355 Avg Close — Range —
Q1 2024
Shares 8,540 Value ($000) $421 Avg Close — Range —
Q4 2023
Shares 9,611 Value ($000) $454 Avg Close — Range —
Q3 2023
Shares 5,680 Value ($000) $235 Avg Close — Range —
Q2 2023
Shares 5,287 Value ($000) $232 Avg Close — Range —
Q1 2023
Shares 22,964 Value ($000) $963 Avg Close — Range —
Q4 2022
Shares 26,356 Value ($000) $1,068 Avg Close — Range —
Q3 2022
Shares 23,669 Value ($000) $895 Avg Close — Range —
Q2 2022
Shares 35,073 Value ($000) $1,367 Avg Close — Range —
Q1 2022
Shares 30,751 Value ($000) $1,456 Avg Close — Range —
Q4 2021
Shares 9,952 Value ($000) $1,019 Avg Close — Range —