SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

POWER WEALTH MANAGEMENT LLC's Holding History (CIK: 0002001039)

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

Q4 2025
Shares 559,379 Value ($000) $13,447 Avg Close — Range —
Q3 2025
Shares 563,591 Value ($000) $13,120 Avg Close — Range —
Q2 2025
Shares 551,620 Value ($000) $12,191 Avg Close — Range —
Q1 2025
Shares 537,655 Value ($000) $10,635 Avg Close — Range —
Q4 2024
Shares 481,758 Value ($000) $8,913 Avg Close — Range —
Q3 2024
Shares 216,935 Value ($000) $8,920 Avg Close — Range —
Q2 2024
Shares 186,815 Value ($000) $7,177 Avg Close — Range —
Q1 2024
Shares 82,263 Value ($000) $3,210 Avg Close — Range —
Q4 2023
Shares 62,873 Value ($000) $2,324 Avg Close — Range —