SCHWAB STRATEGIC TR

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

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 44,716 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 44,716 Value ($000) $1,249 Avg Close — Range —
Q2 2025
Shares 44,570 Value ($000) $1,128 Avg Close — Range —
Q1 2025
Shares 44,473 Value ($000) $1,042 Avg Close — Range —
Q4 2024
Shares 28,503 Value ($000) $737 Avg Close — Range —
Q3 2024
Shares 9,096 Value ($000) $468 Avg Close — Range —
Q2 2024
Shares 8,632 Value ($000) $406 Avg Close — Range —
Q1 2024
Shares 10,630 Value ($000) $523 Avg Close — Range —
Q4 2023
Shares 12,308 Value ($000) $581 Avg Close — Range —
Q3 2023
Shares 12,308 Value ($000) $510 Avg Close — Range —
Q2 2023
Shares 12,309 Value ($000) $539 Avg Close — Range —
Q1 2023
Shares 12,308 Value ($000) $516 Avg Close — Range —
Q4 2022
Shares 12,308 Value ($000) $499 Avg Close — Range —