SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q2 2025
Shares 12,151 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 12,142 Value ($000) $302 Avg Close — Range —