SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 82,553 Value ($000) $2,264 Avg Close — Range —
Q3 2025
Shares 84,899 Value ($000) $2,318 Avg Close — Range —
Q2 2025
Shares 83,666 Value ($000) $2,217 Avg Close — Range —
Q1 2025
Shares 84,203 Value ($000) $2,354 Avg Close — Range —
Q4 2024
Shares 70,792 Value ($000) $1,934 Avg Close — Range —