SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 6,008 Value ($000) $126 Avg Close — Range —
Q3 2025
Shares 6,220 Value ($000) $134 Avg Close — Range —
Q2 2025
Shares 6,220 Value ($000) $132 Avg Close — Range —
Q1 2025
Shares 6,435 Value ($000) $138 Avg Close — Range —