SCHWAB STRATEGIC TR

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

Ballast Rock Private Wealth LLC's Holding History (CIK: 0002106928)

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

Q4 2025
Shares 75,549 Value ($000) $1,841 Avg Close — Range —