SCHWAB STRATEGIC TR

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q3 2025
Shares 29,875 Value ($000) $729 Avg Close — Range —
Q2 2025
Shares 36,532 Value ($000) $891 Avg Close — Range —
Q1 2025
Shares 26,445 Value ($000) $644 Avg Close — Range —
Q4 2024
Shares 23,861 Value ($000) $574 Avg Close — Range —
Q3 2024
Shares 22,919 Value ($000) $1,123 Avg Close — Range —
Q2 2024
Shares 26,911 Value ($000) $1,295 Avg Close — Range —
Q1 2024
Shares 4,987 Value ($000) $240 Avg Close — Range —
Q3 2023
Shares 4,653 Value ($000) $223 Avg Close — Range —