SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q3 2025
Shares 20,864 Value ($000) $486 Avg Close — Range —
Q2 2025
Shares 20,815 Value ($000) $460 Avg Close — Range —
Q1 2025
Shares 20,587 Value ($000) $407 Avg Close — Range —
Q4 2024
Shares 20,587 Value ($000) $381 Avg Close — Range —
Q3 2024
Shares 10,074 Value ($000) $414 Avg Close — Range —
Q2 2024
Shares 9,982 Value ($000) $384 Avg Close — Range —
Q1 2024
Shares 15,129 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 15,129 Value ($000) $559 Avg Close — Range —
Q3 2023
Shares 14,938 Value ($000) $507 Avg Close — Range —
Q2 2023
Shares 14,728 Value ($000) $525 Avg Close — Range —
Q1 2023
Shares 18,315 Value ($000) $637 Avg Close — Range —
Q4 2022
Shares 14,622 Value ($000) $471 Avg Close — Range —
Q3 2022
Shares 14,448 Value ($000) $406 Avg Close — Range —
Q2 2022
Shares 14,448 Value ($000) $454 Avg Close — Range —
Q1 2022
Shares 14,369 Value ($000) $528 Avg Close — Range —
Q4 2021
Shares 5,164 Value ($000) $201 Avg Close — Range —
Q3 2021
Shares 5,164 Value ($000) $200 Avg Close — Range —
Q2 2021
Shares 5,164 Value ($000) $204 Avg Close — Range —