SCHWAB STRATEGIC TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 31 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 31 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 1,224 Value ($000) $30 Avg Close — Range —
Q4 2024
Shares 1,224 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 612 Value ($000) $30 Avg Close — Range —
Q2 2024
Shares 612 Value ($000) $29 Avg Close — Range —
Q1 2024
Shares 1,312 Value ($000) $63 Avg Close — Range —
Q4 2023
Shares 1,114 Value ($000) $54 Avg Close — Range —
Q3 2023
Shares 961 Value ($000) $46 Avg Close — Range —
Q2 2023
Shares 613 Value ($000) $29 Avg Close — Range —
Q1 2023
Shares 613 Value ($000) $30 Avg Close — Range —
Q4 2022
Shares 215 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 35 Value ($000) $2 Avg Close — Range —
Q1 2021
Shares 50 Value ($000) $3 Avg Close — Range —