SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 55,958 Value ($000) $1,956 Avg Close — Range —
Q3 2025
Shares 76,300 Value ($000) $2,555 Avg Close — Range —
Q2 2025
Shares 75,786 Value ($000) $2,284 Avg Close — Range —
Q1 2025
Shares 68,963 Value ($000) $1,901 Avg Close — Range —