SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 318,815 Value ($000) $8,745 Avg Close — Range —
Q3 2025
Shares 321,159 Value ($000) $8,768 Avg Close — Range —
Q2 2025
Shares 352,222 Value ($000) $9,334 Avg Close — Range —
Q1 2025
Shares 347,758 Value ($000) $9,723 Avg Close — Range —
Q4 2024
Shares 345,864 Value ($000) $9,449 Avg Close — Range —
Q3 2024
Shares 114,727 Value ($000) $9,698 Avg Close — Range —
Q2 2024
Shares 114,933 Value ($000) $8,937 Avg Close — Range —
Q1 2024
Shares 111,680 Value ($000) $9,005 Avg Close — Range —
Q4 2023
Shares 119,833 Value ($000) $9,123 Avg Close — Range —
Q3 2023
Shares 136,528 Value ($000) $9,661 Avg Close — Range —
Q2 2023
Shares 148,907 Value ($000) $10,814 Avg Close — Range —
Q1 2023
Shares 149,498 Value ($000) $10,937 Avg Close — Range —
Q4 2022
Shares 143,678 Value ($000) $10,853 Avg Close — Range —
Q3 2022
Shares 128,747 Value ($000) $8,553 Avg Close — Range —
Q2 2022
Shares 119,587 Value ($000) $8,566 Avg Close — Range —
Q1 2022
Shares 63,440 Value ($000) $5,005 Avg Close — Range —
Q4 2021
Shares 56,610 Value ($000) $4,576 Avg Close — Range —
Q3 2021
Shares 50,806 Value ($000) $3,772 Avg Close — Range —
Q2 2021
Shares 49,592 Value ($000) $3,750 Avg Close — Range —
Q1 2021
Shares 48,328 Value ($000) $3,634 Avg Close — Range —
Q4 2020
Shares 47,114 Value ($000) $3,022 Avg Close — Range —
Q3 2020
Shares 45,501 Value ($000) $2,516 Avg Close — Range —