SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 402,594 Value ($000) $8,410 Avg Close — Range —
Q3 2025
Shares 398,077 Value ($000) $8,587 Avg Close — Range —
Q2 2025
Shares 390,304 Value ($000) $8,259 Avg Close — Range —
Q1 2025
Shares 366,515 Value ($000) $7,884 Avg Close — Range —
Q4 2024
Shares 363,799 Value ($000) $7,662 Avg Close — Range —
Q3 2024
Shares 387,997 Value ($000) $8,989 Avg Close — Range —
Q2 2024
Shares 380,930 Value ($000) $7,607 Avg Close — Range —
Q1 2024
Shares 366,796 Value ($000) $7,446 Avg Close — Range —
Q4 2023
Shares 354,911 Value ($000) $7,350 Avg Close — Range —
Q3 2023
Shares 334,233 Value ($000) $5,932 Avg Close — Range —
Q2 2023
Shares 318,515 Value ($000) $6,221 Avg Close — Range —
Q1 2023
Shares 303,625 Value ($000) $5,921 Avg Close — Range —
Q4 2022
Shares 297,911 Value ($000) $5,747 Avg Close — Range —
Q3 2022
Shares 269,810 Value ($000) $5,042 Avg Close — Range —
Q2 2022
Shares 263,536 Value ($000) $5,558 Avg Close — Range —
Q1 2022
Shares 261,709 Value ($000) $6,514 Avg Close — Range —
Q4 2021
Shares 127,519 Value ($000) $6,719 Avg Close — Range —