SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CALDWELL SUTTER CAPITAL, INC.'s Holding History (CIK: 0000702007)

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

Q4 2025
Shares 11,489 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 10,916 Value ($000) $298 Avg Close — Range —
Q2 2025
Shares 11,258 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 10,547 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 9,361 Value ($000) $256 Avg Close — Range —
Q3 2024
Shares 2,720 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 2,610 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 1,560 Value ($000) $126 Avg Close — Range —
Q4 2023
Shares 540 Value ($000) $41 Avg Close — Range —