SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 63,112 Value ($000) $1,583 Avg Close — Range —
Q3 2025
Shares 50,323 Value ($000) $1,265 Avg Close — Range —
Q2 2025
Shares 60,253 Value ($000) $1,508 Avg Close — Range —
Q1 2025
Shares 45,315 Value ($000) $1,127 Avg Close — Range —
Q4 2024
Shares 45,374 Value ($000) $1,102 Avg Close — Range —