SCHWAB STRATEGIC TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 156 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 492 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 492 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 521 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 265 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 266 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 3,850 Value ($000) $186 Avg Close — Range —
Q4 2023
Shares 3,850 Value ($000) $187 Avg Close — Range —