SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 258,078 Value ($000) $6,565 Avg Close — Range —
Q3 2025
Shares 275,535 Value ($000) $6,414 Avg Close — Range —
Q2 2025
Shares 288,414 Value ($000) $6,374 Avg Close — Range —
Q1 2025
Shares 243,915 Value ($000) $4,825 Avg Close — Range —
Q4 2024
Shares 333,971 Value ($000) $6,178 Avg Close — Range —
Q3 2024
Shares 161,799 Value ($000) $6,653 Avg Close — Range —
Q2 2024
Shares 150,327 Value ($000) $5,776 Avg Close — Range —
Q1 2024
Shares 158,258 Value ($000) $6,175 Avg Close — Range —
Q4 2023
Shares 160,602 Value ($000) $5,936 Avg Close — Range —