SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 18,623 Value ($000) $511 Avg Close Range
Q3 2025
Shares 18,587 Value ($000) $507 Avg Close Range
Q2 2025
Shares 18,502 Value ($000) $490 Avg Close Range
Q1 2025
Shares 18,925 Value ($000) $529 Avg Close Range
Q4 2024
Shares 18,837 Value ($000) $515 Avg Close Range
Q3 2024
Shares 6,265 Value ($000) $530 Avg Close Range
Q2 2024
Shares 6,303 Value ($000) $490 Avg Close Range
Q1 2024
Shares 6,203 Value ($000) $500 Avg Close Range
Q4 2023
Shares 6,071 Value ($000) $462 Avg Close Range
Q3 2023
Shares 6,768 Value ($000) $479 Avg Close Range
Q2 2023
Shares 6,560 Value ($000) $476 Avg Close Range
Q1 2023
Shares 7,071 Value ($000) $517 Avg Close Range
Q4 2022
Shares 6,314 Value ($000) $477 Avg Close Range
Q3 2022
Shares 5,241 Value ($000) $348 Avg Close Range
Q2 2022
Shares 3,985 Value ($000) $285 Avg Close Range
Q1 2022
Shares 3,949 Value ($000) $312 Avg Close Range
Q4 2021
Shares 3,708 Value ($000) $300 Avg Close Range
Q3 2021
Shares 3,384 Value ($000) $251 Avg Close Range
Q2 2021
Shares 3,333 Value ($000) $252 Avg Close Range
Q1 2021
Shares 2,957 Value ($000) $216 Avg Close Range
Q4 2020
Shares 2,936 Value ($000) $188 Avg Close Range
Q3 2020
Shares 2,909 Value ($000) $161 Avg Close Range
Q2 2020
Shares 3,374 Value ($000) $175 Avg Close Range