SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 32,528 Value ($000) $782 Avg Close — Range —
Q3 2025
Shares 28,834 Value ($000) $671 Avg Close — Range —
Q2 2025
Shares 27,834 Value ($000) $615 Avg Close — Range —
Q1 2025
Shares 25,645 Value ($000) $507 Avg Close — Range —
Q4 2024
Shares 21,179 Value ($000) $392 Avg Close — Range —