SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 17,157 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 17,157 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 17,447 Value ($000) $386 Avg Close — Range —
Q1 2025
Shares 17,271 Value ($000) $342 Avg Close — Range —
Q4 2024
Shares 17,783 Value ($000) $329 Avg Close — Range —