SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025
Shares 291,561 Value ($000) $7,009 Avg Close — Range —
Q3 2025
Shares 1,553,932 Value ($000) $36,176 Avg Close — Range —
Q2 2025
Shares 1,718,806 Value ($000) $37,986 Avg Close — Range —