SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

SATOVSKY ASSET MANAGEMENT LLC's Holding History (CIK: 0001807288)

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

Q4 2025
Shares 15,190 Value ($000) $365 Avg Close — Range —
Q3 2025
Shares 14,611 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 14,611 Value ($000) $323 Avg Close — Range —
Q1 2025
Shares 14,518 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 14,518 Value ($000) $269 Avg Close — Range —
Q3 2024
Shares 9,444 Value ($000) $388 Avg Close — Range —
Q2 2024
Shares 9,212 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 8,237 Value ($000) $321 Avg Close — Range —
Q4 2023
Shares 7,493 Value ($000) $277 Avg Close — Range —