SCHWAB STRATEGIC TR

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

Alteri Wealth LLC's Holding History (CIK: 0002054980)

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

Q4 2025
Shares 52,404 Value ($000) $1,277 Avg Close — Range —
Q3 2025
Shares 50,799 Value ($000) $1,240 Avg Close — Range —
Q2 2025
Shares 45,850 Value ($000) $1,118 Avg Close — Range —
Q1 2025
Shares 42,080 Value ($000) $1,024 Avg Close — Range —
Q4 2024
Shares 30,771 Value ($000) $740 Avg Close — Range —