SCHWAB STRATEGIC TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 8,440 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 8,399 Value ($000) $205 Avg Close — Range —