SCHWAB STRATEGIC TR

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

Wealth Group Ltd's Holding History (CIK: 0002010748)

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

Q4 2025
Shares 75,030 Value ($000) $2,137 Avg Close — Range —
Q3 2025
Shares 77,448 Value ($000) $2,161 Avg Close — Range —
Q2 2025
Shares 79,017 Value ($000) $1,999 Avg Close — Range —
Q1 2025
Shares 79,973 Value ($000) $1,874 Avg Close — Range —
Q4 2024
Shares 81,261 Value ($000) $2,101 Avg Close — Range —
Q3 2024
Shares 40,871 Value ($000) $2,105 Avg Close — Range —
Q2 2024
Shares 41,172 Value ($000) $1,953 Avg Close — Range —
Q1 2024
Shares 41,621 Value ($000) $1,898 Avg Close — Range —
Q4 2023
Shares 41,621 Value ($000) $1,898 Avg Close — Range —