SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 872,914 Value ($000) $23,944 Avg Close — Range —
Q3 2025
Shares 951,194 Value ($000) $25,968 Avg Close — Range —
Q2 2025
Shares 944,248 Value ($000) $25,023 Avg Close — Range —
Q1 2025
Shares 872,406 Value ($000) $24,392 Avg Close — Range —
Q4 2024
Shares 865,387 Value ($000) $23,642 Avg Close — Range —
Q3 2024
Shares 306,392 Value ($000) $25,529 Avg Close — Range —
Q2 2024
Shares 290,440 Value ($000) $22,585 Avg Close — Range —
Q1 2024
Shares 289,777 Value ($000) $23,365 Avg Close — Range —
Q4 2023
Shares 276,601 Value ($000) $21,058 Avg Close — Range —
Q3 2023
Shares 276,780 Value ($000) $19,585 Avg Close — Range —
Q2 2023
Shares 257,675 Value ($000) $18,712 Avg Close — Range —
Q1 2023
Shares 232,294 Value ($000) $16,995 Avg Close — Range —
Q4 2022
Shares 224,820 Value ($000) $16,983 Avg Close — Range —
Q3 2022
Shares 219,506 Value ($000) $14,581 Avg Close — Range —
Q2 2022
Shares 210,600 Value ($000) $15,085 Avg Close — Range —
Q1 2022
Shares 196,239 Value ($000) $15,481 Avg Close — Range —
Q4 2021
Shares 190,803 Value ($000) $15,423 Avg Close — Range —