SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 12,875 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 12,875 Value ($000) $314 Avg Close — Range —
Q2 2025
Shares 13,415 Value ($000) $327 Avg Close — Range —
Q1 2025
Shares 13,215 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 10,005 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 5,020 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 5,100 Value ($000) $245 Avg Close — Range —
Q1 2024
Shares 4,820 Value ($000) $232 Avg Close — Range —