SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

BlueStem Wealth Partners, LLC's Holding History (CIK: 0001977465)

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

Q4 2025
Shares 3,432,739 Value ($000) $82,523 Avg Close — Range —
Q3 2025
Shares 3,261,672 Value ($000) $75,932 Avg Close — Range —
Q2 2025
Shares 3,308,478 Value ($000) $73,117 Avg Close — Range —
Q1 2025
Shares 2,145,249 Value ($000) $42,433 Avg Close — Range —
Q4 2024
Shares 2,721,792 Value ($000) $50,353 Avg Close — Range —