SCHWAB STRATEGIC TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 10,072 Value ($000) $287 Avg Close — Range —
Q3 2025
Shares 6,616 Value ($000) $185 Avg Close — Range —
Q2 2025
Shares 6,551 Value ($000) $166 Avg Close — Range —
Q1 2025
Shares 11,684 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 13,993 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 6,848 Value ($000) $353 Avg Close — Range —
Q2 2024
Shares 7,392 Value ($000) $351 Avg Close — Range —
Q1 2024
Shares 26,803 Value ($000) $1,320 Avg Close — Range —
Q4 2023
Shares 25,231 Value ($000) $1,149 Avg Close — Range —
Q3 2023
Shares 23,485 Value ($000) $973 Avg Close — Range —
Q2 2023
Shares 23,234 Value ($000) $1,018 Avg Close — Range —
Q1 2023
Shares 24,280 Value ($000) $1,018 Avg Close — Range —
Q4 2022
Shares 4,857 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,590 Value ($000) $136 Avg Close — Range —
Q2 2022
Shares 8,668 Value ($000) $338 Avg Close — Range —
Q1 2022
Shares 48,299 Value ($000) $2,313 Avg Close — Range —
Q4 2021
Shares 17,724 Value ($000) $1,815 Avg Close — Range —
Q3 2021
Shares 17,753 Value ($000) $1,777 Avg Close — Range —
Q2 2021
Shares 18,601 Value ($000) $1,938 Avg Close — Range —
Q1 2021
Shares 17,116 Value ($000) $1,706 Avg Close — Range —