SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q3 2025
Shares 20,188 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 19,209 Value ($000) $425 Avg Close — Range —