SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Great Waters Wealth Management's Holding History (CIK: 0001964535)

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

Q4 2025
Shares 69,651 Value ($000) $1,674 Avg Close — Range —
Q3 2025
Shares 68,423 Value ($000) $1,593 Avg Close — Range —
Q2 2025
Shares 68,779 Value ($000) $1,520 Avg Close — Range —
Q1 2025
Shares 67,227 Value ($000) $1,330 Avg Close — Range —
Q4 2024
Shares 68,374 Value ($000) $1,265 Avg Close — Range —
Q3 2024
Shares 33,077 Value ($000) $1,360 Avg Close — Range —
Q2 2024
Shares 32,802 Value ($000) $1,260 Avg Close — Range —
Q1 2024
Shares 33,249 Value ($000) $1,297 Avg Close — Range —
Q4 2023
Shares 33,470 Value ($000) $1,215 Avg Close — Range —
Q3 2023
Shares 32,915 Value ($000) $1,110 Avg Close — Range —
Q2 2023
Shares 34,613 Value ($000) $1,234 Avg Close — Range —
Q1 2023
Shares 34,779 Value ($000) $1,246 Avg Close — Range —
Q4 2022
Shares 35,202 Value ($000) $1,237 Avg Close — Range —