SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 125,571 Value ($000) $3,444 Avg Close — Range —
Q3 2025
Shares 115,769 Value ($000) $3,160 Avg Close — Range —
Q2 2025
Shares 108,017 Value ($000) $2,862 Avg Close — Range —
Q1 2025
Shares 95,359 Value ($000) $2,666 Avg Close — Range —
Q4 2024
Shares 83,736 Value ($000) $2,288 Avg Close — Range —
Q3 2024
Shares 21,097 Value ($000) $1,783 Avg Close — Range —
Q2 2024
Shares 7,962 Value ($000) $619 Avg Close — Range —
Q1 2024
Shares 5,570 Value ($000) $449 Avg Close — Range —
Q4 2023
Shares 5,355 Value ($000) $408 Avg Close — Range —