SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 15,667 Value ($000) $430 Avg Close — Range —
Q3 2025
Shares 18,027 Value ($000) $492 Avg Close — Range —
Q2 2025
Shares 14,883 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 14,883 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 14,883 Value ($000) $407 Avg Close — Range —
Q3 2024
Shares 4,961 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 4,961 Value ($000) $390 Avg Close — Range —
Q1 2024
Shares 5,767 Value ($000) $451 Avg Close — Range —
Q4 2023
Shares 5,261 Value ($000) $401 Avg Close — Range —
Q3 2023
Shares 5,261 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 5,767 Value ($000) $0 Avg Close — Range —