SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q3 2024
Shares 3,343 Value ($000) $283 Avg Close — Range —
Q2 2024
Shares 2,965 Value ($000) $231 Avg Close — Range —
Q1 2024
Shares 3,311 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 3,286 Value ($000) $250 Avg Close — Range —
Q3 2023
Shares 3,519 Value ($000) $249 Avg Close — Range —
Q1 2018
Shares 10,250 Value ($000) $503 Avg Close — Range —
Q4 2017
Shares 10,250 Value ($000) $524 Avg Close — Range —