SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2024
Shares 154,043 Value ($000) $3,561 Avg Close — Range —
Q3 2024
Shares 182,374 Value ($000) $4,773 Avg Close — Range —
Q2 2024
Shares 200,357 Value ($000) $4,722 Avg Close — Range —
Q1 2024
Shares 349,986 Value ($000) $8,491 Avg Close — Range —
Q4 2023
Shares 361,413 Value ($000) $8,887 Avg Close — Range —
Q3 2023
Shares 356,700 Value ($000) $8,204 Avg Close — Range —
Q2 2023
Shares 320,866 Value ($000) $7,682 Avg Close — Range —
Q1 2023
Shares 278,455 Value ($000) $6,580 Avg Close — Range —
Q4 2022
Shares 221,552 Value ($000) $4,967 Avg Close — Range —