SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 14,865 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 14,843 Value ($000) $342 Avg Close — Range —
Q2 2025
Shares 15,435 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 15,413 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 15,581 Value ($000) $340 Avg Close — Range —
Q3 2024
Shares 7,779 Value ($000) $354 Avg Close — Range —