SCHWAB STRATEGIC TR

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

Momentum Wealth Planning, LLC's Holding History (CIK: 0002087652)

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

Q4 2025
Shares 265,055 Value ($000) $6,459 Avg Close — Range —
Q3 2025
Shares 279,758 Value ($000) $6,826 Avg Close — Range —
Q2 2025
Shares 269,821 Value ($000) $6,578 Avg Close — Range —