SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BXM Wealth LLC's Holding History (CIK: 0002052379)

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

Q4 2025
Shares 134,698 Value ($000) $3,695 Avg Close — Range —
Q3 2025
Shares 49,713 Value ($000) $1,303 Avg Close — Range —
Q2 2025
Shares 57,276 Value ($000) $1,518 Avg Close — Range —
Q1 2025
Shares 47,284 Value ($000) $1,311 Avg Close — Range —
Q4 2024
Shares 45,203 Value ($000) $1,235 Avg Close — Range —