SCHWAB STRATEGIC TR

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

JPL Wealth Management, LLC's Holding History (CIK: 0002010710)

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

Q4 2025
Shares 613,191 Value ($000) $14,943 Avg Close — Range —
Q3 2025
Shares 675,767 Value ($000) $16,489 Avg Close — Range —
Q2 2025
Shares 648,752 Value ($000) $15,817 Avg Close — Range —
Q1 2025
Shares 578,166 Value ($000) $14,073 Avg Close — Range —
Q4 2024
Shares 515,478 Value ($000) $12,402 Avg Close — Range —
Q2 2024
Shares 111,613 Value ($000) $5,372 Avg Close — Range —
Q1 2024
Shares 43,610 Value ($000) $2,102 Avg Close — Range —