SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 7,894 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 8,347 Value ($000) $225 Avg Close — Range —
Q2 2025
Shares 9,921 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 10,556 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 10,556 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 10,550 Value ($000) $566 Avg Close — Range —
Q2 2024
Shares 22,277 Value ($000) $1,159 Avg Close — Range —
Q1 2024
Shares 226,548 Value ($000) $11,817 Avg Close — Range —
Q4 2023
Shares 222,098 Value ($000) $11,594 Avg Close — Range —
Q3 2023
Shares 202,141 Value ($000) $10,206 Avg Close — Range —
Q2 2023
Shares 183,369 Value ($000) $9,628 Avg Close — Range —
Q1 2023
Shares 21,323 Value ($000) $1,143 Avg Close — Range —
Q4 2022
Shares 22,355 Value ($000) $1,158 Avg Close — Range —
Q3 2022
Shares 25,356 Value ($000) $1,312 Avg Close — Range —
Q2 2022
Shares 23,970 Value ($000) $134 Avg Close — Range —
Q1 2022
Shares 35,211 Value ($000) $2,138 Avg Close — Range —
Q4 2021
Shares 47,548 Value ($000) $2,991 Avg Close — Range —