SCHWAB STRATEGIC TR

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

MBM Wealth Consultants, LLC's Holding History (CIK: 0001762068)

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

Q4 2025
Shares 899,719 Value ($000) $21,926 Avg Close Range
Q3 2025
Shares 806,752 Value ($000) $19,685 Avg Close Range
Q2 2025
Shares 612,274 Value ($000) $14,927 Avg Close Range
Q1 2025
Shares 572,719 Value ($000) $13,940 Avg Close Range
Q4 2024
Shares 520,812 Value ($000) $12,572 Avg Close Range
Q3 2024
Shares 202,919 Value ($000) $9,939 Avg Close Range
Q2 2024
Shares 151,511 Value ($000) $7,288 Avg Close Range
Q1 2024
Shares 159,010 Value ($000) $7,666 Avg Close Range
Q4 2023
Shares 152,661 Value ($000) $7,409 Avg Close Range
Q3 2023
Shares 127,331 Value ($000) $6,090 Avg Close Range