SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

FIRST FOUNDATION ADVISORS's Holding History (CIK: 0001086763)

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

Q4 2025
Shares 17,098 Value ($000) $469 Avg Close Range
Q3 2025
Shares 15,878 Value ($000) $433 Avg Close Range
Q2 2025
Shares 15,394 Value ($000) $408 Avg Close Range
Q1 2025
Shares 13,797 Value ($000) $386 Avg Close Range
Q4 2024
Shares 12,387 Value ($000) $338 Avg Close Range
Q3 2024
Shares 3,930 Value ($000) $332 Avg Close Range
Q2 2024
Shares 3,420 Value ($000) $266 Avg Close Range
Q1 2024
Shares 3,420 Value ($000) $276 Avg Close Range
Q4 2023
Shares 3,476 Value ($000) $265 Avg Close Range
Q3 2023
Shares 3,542 Value ($000) $251 Avg Close Range
Q2 2023
Shares 14,020 Value ($000) $1,018 Avg Close Range
Q1 2023
Shares 13,757 Value ($000) $1,006 Avg Close Range
Q4 2022
Shares 18,175 Value ($000) $1,373 Avg Close Range
Q3 2022
Shares 3,275 Value ($000) $218 Avg Close Range
Q3 2020
Shares 4,453 Value ($000) $246 Avg Close Range
Q2 2020
Shares 4,443 Value ($000) $230 Avg Close Range