SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 55,238 Value ($000) $1,328 Avg Close — Range —
Q3 2025
Shares 57,882 Value ($000) $1,347 Avg Close — Range —
Q2 2025
Shares 57,882 Value ($000) $1,279 Avg Close — Range —
Q1 2025
Shares 59,281 Value ($000) $1,173 Avg Close — Range —
Q4 2024
Shares 60,801 Value ($000) $1,125 Avg Close — Range —
Q3 2024
Shares 30,488 Value ($000) $1,254 Avg Close — Range —
Q2 2024
Shares 30,560 Value ($000) $1,174 Avg Close — Range —
Q1 2024
Shares 30,914 Value ($000) $1,206 Avg Close — Range —
Q4 2023
Shares 31,871 Value ($000) $1,178 Avg Close — Range —
Q3 2023
Shares 31,904 Value ($000) $1,083 Avg Close — Range —
Q2 2023
Shares 32,108 Value ($000) $1,145 Avg Close — Range —
Q1 2023
Shares 32,956 Value ($000) $1,147 Avg Close — Range —
Q4 2022
Shares 33,218 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 32,221 Value ($000) $906 Avg Close — Range —