SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Investment Partners Asset Management, Inc.'s Holding History (CIK: 0001384416)

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

Q4 2025
Shares 14,435 Value ($000) $396 Avg Close Range
Q3 2025
Shares 21,911 Value ($000) $598 Avg Close Range
Q2 2025
Shares 21,846 Value ($000) $579 Avg Close Range
Q1 2025
Shares 21,652 Value ($000) $605 Avg Close Range
Q4 2024
Shares 21,348 Value ($000) $583 Avg Close Range
Q3 2024
Shares 8,158 Value ($000) $690 Avg Close Range
Q2 2024
Shares 8,156 Value ($000) $634 Avg Close Range
Q1 2024
Shares 8,156 Value ($000) $658 Avg Close Range
Q4 2023
Shares 8,177 Value ($000) $623 Avg Close Range