SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Smith, Salley & Associates's Holding History (CIK: 0001482012)

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

Q4 2025
Shares 16,506 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 18,473 Value ($000) $504 Avg Close — Range —
Q2 2025
Shares 8,405 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 30,287 Value ($000) $847 Avg Close — Range —
Q4 2024
Shares 9,697 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 2,734 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 2,732 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 2,564 Value ($000) $207 Avg Close — Range —
Q4 2023
Shares 2,650 Value ($000) $202 Avg Close — Range —
Q3 2023
Shares 3,115 Value ($000) $220 Avg Close — Range —