SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q2 2024
Shares 9,243 Value ($000) $245 Avg Close Range
Q1 2024
Shares 9,351 Value ($000) $236 Avg Close Range
Q4 2023
Shares 9,243 Value ($000) $229 Avg Close Range
Q3 2023
Shares 9,562 Value ($000) $229 Avg Close Range
Q1 2022
Shares 21,359 Value ($000) $593 Avg Close Range