SCHWAB STRATEGIC TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 109,934 Value ($000) $2,679 Avg Close — Range —
Q3 2025
Shares 88,375 Value ($000) $2,156 Avg Close — Range —
Q2 2025
Shares 74,239 Value ($000) $1,810 Avg Close — Range —
Q1 2025
Shares 67,918 Value ($000) $1,653 Avg Close — Range —
Q4 2024
Shares 55,330 Value ($000) $1,331 Avg Close — Range —
Q3 2024
Shares 97,325 Value ($000) $4,767 Avg Close — Range —
Q2 2024
Shares 90,567 Value ($000) $4,359 Avg Close — Range —
Q1 2024
Shares 91,857 Value ($000) $4,428 Avg Close — Range —
Q4 2023
Shares 24,348 Value ($000) $1,180 Avg Close — Range —
Q3 2023
Shares 12,238 Value ($000) $586 Avg Close — Range —
Q2 2023
Shares 10,582 Value ($000) $508 Avg Close — Range —
Q1 2023
Shares 9,548 Value ($000) $465 Avg Close — Range —