SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 1,953 Value ($000) $54 Avg Close — Range —
Q3 2025
Shares 17,706 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 17,153 Value ($000) $455 Avg Close — Range —
Q1 2025
Shares 36,658 Value ($000) $1,025 Avg Close — Range —
Q4 2024
Shares 46,651 Value ($000) $1,275 Avg Close — Range —
Q3 2024
Shares 15,482 Value ($000) $1,309 Avg Close — Range —
Q2 2024
Shares 9,056 Value ($000) $704 Avg Close — Range —
Q1 2024
Shares 9,081 Value ($000) $732 Avg Close — Range —
Q4 2023
Shares 9,866 Value ($000) $751 Avg Close — Range —
Q3 2023
Shares 12,829 Value ($000) $908 Avg Close — Range —