SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025
Shares 116,709 Value ($000) $3,201 Avg Close — Range —
Q3 2025
Shares 115,405 Value ($000) $3,151 Avg Close — Range —
Q2 2025
Shares 118,254 Value ($000) $3,134 Avg Close — Range —
Q1 2025
Shares 142,191 Value ($000) $3,976 Avg Close — Range —
Q4 2024
Shares 131,939 Value ($000) $3,605 Avg Close — Range —
Q3 2024
Shares 44,560 Value ($000) $3,767 Avg Close — Range —
Q2 2024
Shares 42,281 Value ($000) $3,288 Avg Close — Range —
Q1 2024
Shares 37,749 Value ($000) $3,044 Avg Close — Range —
Q4 2023
Shares 34,364 Value ($000) $2,616 Avg Close — Range —
Q3 2023
Shares 34,740 Value ($000) $2,458 Avg Close — Range —
Q2 2023
Shares 33,419 Value ($000) $2,427 Avg Close — Range —
Q1 2023
Shares 36,953 Value ($000) $2,703 Avg Close — Range —
Q3 2022
Shares 35,217 Value ($000) $2,339 Avg Close — Range —
Q2 2022
Shares 34,714 Value ($000) $2,503 Avg Close — Range —
Q1 2022
Shares 33,413 Value ($000) $2,600 Avg Close — Range —
Q4 2021
Shares 32,896 Value ($000) $2,659 Avg Close — Range —
Q3 2021
Shares 32,296 Value ($000) $2,398 Avg Close — Range —
Q2 2021
Shares 31,805 Value ($000) $2,417 Avg Close — Range —
Q1 2021
Shares 31,177 Value ($000) $2,273 Avg Close — Range —
Q4 2020
Shares 30,757 Value ($000) $2,042 Avg Close — Range —
Q3 2020
Shares 29,705 Value ($000) $1,643 Avg Close — Range —
Q2 2020
Shares 27,489 Value ($000) $1,422 Avg Close — Range —
Q1 2020
Shares 27,000 Value ($000) $1,214 Avg Close — Range —
Q4 2019
Shares 27,354 Value ($000) $1,584 Avg Close — Range —
Q3 2019
Shares 25,707 Value ($000) $1,408 Avg Close — Range —
Q2 2019
Shares 23,050 Value ($000) $1,223 Avg Close — Range —
Q1 2019
Shares 19,721 Value ($000) $1,031 Avg Close — Range —
Q4 2018
Shares 16,701 Value ($000) $784 Avg Close — Range —
Q3 2018
Shares 9,062 Value ($000) $480 Avg Close — Range —
Q2 2018
Shares 8,121 Value ($000) $400 Avg Close — Range —
Q1 2018
Shares 7,821 Value ($000) $383 Avg Close — Range —
Q4 2017
Shares 7,475 Value ($000) $382 Avg Close — Range —
Q3 2017
Shares 7,355 Value ($000) $344 Avg Close — Range —
Q2 2017
Shares 6,519 Value ($000) $294 Avg Close — Range —
Q1 2017
Shares 5,857 Value ($000) $261 Avg Close — Range —