SCHWAB STRATEGIC TR

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

Blake Schutter Theil Wealth Advisors, LLC's Holding History (CIK: 0002042011)

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

Q4 2025
Shares 36,378 Value ($000) $887 Avg Close — Range —
Q3 2025
Shares 36,470 Value ($000) $890 Avg Close — Range —
Q2 2025
Shares 37,978 Value ($000) $926 Avg Close — Range —
Q1 2025
Shares 36,758 Value ($000) $895 Avg Close — Range —
Q4 2024
Shares 37,480 Value ($000) $902 Avg Close — Range —
Q3 2024
Shares 23,157 Value ($000) $1,134 Avg Close — Range —