SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 29,541 Value ($000) $710 Avg Close — Range —
Q3 2025
Shares 20,016 Value ($000) $466 Avg Close — Range —
Q2 2025
Shares 20,016 Value ($000) $442 Avg Close — Range —
Q1 2025
Shares 19,886 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 25,286 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 12,427 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 12,336 Value ($000) $474 Avg Close — Range —
Q1 2024
Shares 12,336 Value ($000) $481 Avg Close — Range —
Q4 2023
Shares 12,215 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 12,003 Value ($000) $408 Avg Close — Range —
Q2 2023
Shares 10,603 Value ($000) $378 Avg Close — Range —
Q1 2023
Shares 10,486 Value ($000) $365 Avg Close — Range —
Q4 2022
Shares 10,486 Value ($000) $338 Avg Close — Range —
Q3 2022
Shares 10,290 Value ($000) $289 Avg Close — Range —
Q2 2022
Shares 9,167 Value ($000) $288 Avg Close — Range —
Q1 2022
Shares 9,088 Value ($000) $334 Avg Close — Range —