SCHWAB STRATEGIC TR

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 8,984 Value ($000) $256 Avg Close — Range —
Q3 2025
Shares 8,956 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 9,243 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 9,234 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 9,597 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 4,567 Value ($000) $235 Avg Close — Range —
Q2 2024
Shares 4,557 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 4,984 Value ($000) $245 Avg Close — Range —
Q4 2023
Shares 2,055 Value ($000) $97 Avg Close — Range —
Q3 2023
Shares 1,974 Value ($000) $82 Avg Close — Range —