SCHWAB STRATEGIC TR

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

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 656,804 Value ($000) $16,006 Avg Close — Range —
Q3 2025
Shares 547,150 Value ($000) $13,350 Avg Close — Range —
Q2 2025
Shares 445,132 Value ($000) $10,852 Avg Close — Range —
Q1 2025
Shares 337,364 Value ($000) $8,211 Avg Close — Range —
Q4 2024
Shares 243,192 Value ($000) $5,851 Avg Close — Range —
Q3 2024
Shares 94,794 Value ($000) $4,643 Avg Close — Range —
Q2 2024
Shares 87,280 Value ($000) $4,201 Avg Close — Range —
Q1 2024
Shares 82,267 Value ($000) $3,966 Avg Close — Range —
Q4 2023
Shares 57,258 Value ($000) $2,774 Avg Close — Range —
Q3 2023
Shares 45,016 Value ($000) $2,156 Avg Close — Range —
Q2 2023
Shares 41,641 Value ($000) $2,001 Avg Close — Range —
Q1 2023
Shares 34,626 Value ($000) $1,689 Avg Close — Range —
Q4 2022
Shares 17,602 Value ($000) $849 Avg Close — Range —