SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 1,111,913 Value ($000) $26,730 Avg Close — Range —
Q3 2025
Shares 756,900 Value ($000) $17,621 Avg Close — Range —
Q2 2025
Shares 743,151 Value ($000) $16,424 Avg Close — Range —
Q1 2025
Shares 760,046 Value ($000) $15,034 Avg Close — Range —
Q4 2024
Shares 749,888 Value ($000) $13,873 Avg Close — Range —
Q3 2024
Shares 149,214 Value ($000) $6,020 Avg Close — Range —
Q2 2024
Shares 136,967 Value ($000) $5,262 Avg Close — Range —
Q1 2024
Shares 123,260 Value ($000) $4,810 Avg Close — Range —
Q4 2023
Shares 103,841 Value ($000) $3,838 Avg Close — Range —
Q3 2023
Shares 89,052 Value ($000) $30,124 Avg Close — Range —
Q2 2023
Shares 73,754 Value ($000) $2,629 Avg Close — Range —
Q1 2023
Shares 47,004 Value ($000) $1,651 Avg Close — Range —
Q4 2022
Shares 38,156 Value ($000) $1,229 Avg Close — Range —
Q3 2022
Shares 34,153 Value ($000) $960 Avg Close — Range —
Q2 2022
Shares 29,647 Value ($000) $932 Avg Close — Range —
Q1 2022
Shares 28,117 Value ($000) $1,032 Avg Close — Range —
Q4 2021
Shares 26,080 Value ($000) $1,014 Avg Close — Range —