SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 52,561 Value ($000) $2,393 Avg Close — Range —
Q3 2025
Shares 51,145 Value ($000) $2,328 Avg Close — Range —
Q2 2025
Shares 49,926 Value ($000) $2,126 Avg Close — Range —
Q1 2022
Shares 33,036 Value ($000) $1,254 Avg Close — Range —