SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 81,013 Value ($000) $1,692 Avg Close — Range —
Q3 2025
Shares 76,815 Value ($000) $1,657 Avg Close — Range —
Q2 2025
Shares 69,364 Value ($000) $1,468 Avg Close — Range —
Q1 2022
Shares 37,556 Value ($000) $935 Avg Close — Range —