SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Long Island Wealth Management, Inc.'s Holding History (CIK: 0002011177)

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

Q4 2025
Shares 107,257 Value ($000) $2,578 Avg Close — Range —
Q3 2025
Shares 108,384 Value ($000) $2,523 Avg Close — Range —
Q2 2025
Shares 108,384 Value ($000) $2,395 Avg Close — Range —
Q1 2025
Shares 110,405 Value ($000) $2,184 Avg Close — Range —
Q4 2024
Shares 89,886 Value ($000) $1,663 Avg Close — Range —
Q3 2024
Shares 75,167 Value ($000) $3,091 Avg Close — Range —
Q2 2024
Shares 71,108 Value ($000) $2,732 Avg Close — Range —
Q1 2024
Shares 70,937 Value ($000) $2,768 Avg Close — Range —
Q4 2023
Shares 66,618 Value ($000) $2,462 Avg Close — Range —