SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

HOWE & RUSLING INC's Holding History (CIK: 0000769963)

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

Q4 2025
Shares 27,752 Value ($000) $761 Avg Close Range
Q3 2025
Shares 26,999 Value ($000) $737 Avg Close Range
Q2 2025
Shares 27,867 Value ($000) $738 Avg Close Range
Q1 2025
Shares 17,797 Value ($000) $498 Avg Close Range
Q4 2024
Shares 15,285 Value ($000) $418 Avg Close Range
Q3 2024
Shares 5,048 Value ($000) $427 Avg Close Range
Q2 2024
Shares 5,550 Value ($000) $432 Avg Close Range
Q1 2024
Shares 5,599 Value ($000) $451 Avg Close Range
Q4 2023
Shares 887 Value ($000) $68 Avg Close Range
Q3 2023
Shares 508 Value ($000) $36 Avg Close Range
Q2 2023
Shares 164 Value ($000) $12 Avg Close Range
Q1 2023
Shares 100 Value ($000) $7 Avg Close Range
Q4 2022
Shares 1,431 Value ($000) $108 Avg Close Range
Q3 2022
Shares 968 Value ($000) $64 Avg Close Range
Q2 2022
Shares 584 Value ($000) $42 Avg Close Range
Q1 2022
Shares 1,078 Value ($000) $85 Avg Close Range
Q4 2021
Shares 2,122 Value ($000) $172 Avg Close Range
Q3 2021
Shares 2,385 Value ($000) $177 Avg Close Range
Q2 2021
Shares 1,098 Value ($000) $83 Avg Close Range
Q1 2021
Shares 60 Value ($000) $4 Avg Close Range
Q4 2020
Shares 259 Value ($000) $17 Avg Close Range
Q3 2020
Shares 773 Value ($000) $43 Avg Close Range
Q4 2019
Shares 6 Value ($000) $0 Avg Close Range
Q4 2018
Shares 107 Value ($000) $5 Avg Close Range