SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 10,447 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 10,447 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 10,447 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 20,272 Value ($000) $559 Avg Close — Range —
Q4 2024
Shares 24,500 Value ($000) $652 Avg Close — Range —
Q1 2022
Shares 9,075 Value ($000) $252 Avg Close — Range —
Q4 2021
Shares 7,079 Value ($000) $210 Avg Close — Range —
Q3 2021
Shares 7,079 Value ($000) $216 Avg Close — Range —
Q2 2021
Shares 6,190 Value ($000) $204 Avg Close — Range —
Q3 2020
Shares 8,132 Value ($000) $218 Avg Close — Range —
Q1 2020
Shares 8,132 Value ($000) $168 Avg Close — Range —
Q4 2019
Shares 1,898,759 Value ($000) $51,969 Avg Close — Range —
Q3 2019
Shares 8,137 Value ($000) $204 Avg Close — Range —
Q2 2019
Shares 8,132 Value ($000) $213 Avg Close — Range —
Q1 2019
Shares 12,604 Value ($000) $328 Avg Close — Range —