SCHWAB STRATEGIC TR

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

ACCESS FINANCIAL SERVICES, INC.'s Holding History (CIK: 0001699622)

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

Q4 2025
Shares 1,381,585 Value ($000) $33,669 Avg Close — Range —
Q3 2025
Shares 1,346,749 Value ($000) $32,861 Avg Close — Range —
Q2 2025
Shares 633,783 Value ($000) $15,452 Avg Close — Range —
Q1 2025
Shares 22,895 Value ($000) $557 Avg Close — Range —
Q4 2016
Shares 6,020 Value ($000) $304 Avg Close — Range —