SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 8,608 Value ($000) $236 Avg Close — Range —
Q3 2025
Shares 8,519 Value ($000) $233 Avg Close — Range —