SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 31,925 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 31,929 Value ($000) $749 Avg Close — Range —
Q2 2025
Shares 21,886 Value ($000) $509 Avg Close — Range —
Q1 2025
Shares 16,318 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 16,196 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 5,017 Value ($000) $238 Avg Close — Range —