SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SpringVest Wealth Management LLC's Holding History (CIK: 0002058986)

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

Q4 2025
Shares 85,282 Value ($000) $2,339 Avg Close — Range —
Q3 2025
Shares 85,237 Value ($000) $2,327 Avg Close — Range —
Q2 2025
Shares 82,331 Value ($000) $2,182 Avg Close — Range —
Q1 2025
Shares 101,347 Value ($000) $2,834 Avg Close — Range —
Q4 2024
Shares 99,925 Value ($000) $2,730 Avg Close — Range —