SCHWAB STRATEGIC TR

Ticker: SCHK CUSIP: 808524722 Class: ETF

Blake Schutter Theil Wealth Advisors, LLC's Holding History (CIK: 0002042011)

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

Q4 2025
Shares 250,139 Value ($000) $8,205 Avg Close — Range —
Q3 2025
Shares 270,524 Value ($000) $8,689 Avg Close — Range —
Q2 2025
Shares 330,530 Value ($000) $9,856 Avg Close — Range —
Q1 2025
Shares 357,125 Value ($000) $9,614 Avg Close — Range —
Q4 2024
Shares 621,234 Value ($000) $17,587 Avg Close — Range —
Q3 2024
Shares 310,617 Value ($000) $17,174 Avg Close — Range —