SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 364,637 Value ($000) $8,766 Avg Close — Range —
Q3 2025
Shares 312,953 Value ($000) $7,286 Avg Close — Range —
Q2 2025
Shares 304,631 Value ($000) $6,732 Avg Close — Range —
Q1 2025
Shares 305,838 Value ($000) $6,049 Avg Close — Range —
Q4 2024
Shares 333,550 Value ($000) $6,171 Avg Close — Range —
Q3 2024
Shares 152,600 Value ($000) $6,275 Avg Close — Range —
Q2 2024
Shares 149,077 Value ($000) $5,728 Avg Close — Range —
Q1 2024
Shares 142,746 Value ($000) $5,570 Avg Close — Range —
Q4 2023
Shares 170,947 Value ($000) $6,318 Avg Close — Range —
Q3 2023
Shares 100,788 Value ($000) $3,423 Avg Close — Range —
Q2 2023
Shares 91,135 Value ($000) $3,249 Avg Close — Range —
Q1 2023
Shares 136,402 Value ($000) $4,747 Avg Close — Range —
Q4 2022
Shares 137,825 Value ($000) $4,439 Avg Close — Range —
Q3 2022
Shares 167,402 Value ($000) $4,709 Avg Close — Range —
Q2 2022
Shares 112,840 Value ($000) $3,549 Avg Close — Range —
Q1 2022
Shares 38,782 Value ($000) $1,424 Avg Close — Range —
Q4 2021
Shares 63,865 Value ($000) $2,482 Avg Close — Range —