SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 27,921 Value ($000) $766 Avg Close Range
Q3 2025
Shares 27,594 Value ($000) $753 Avg Close Range
Q2 2025
Shares 30,557 Value ($000) $810 Avg Close Range
Q1 2025
Shares 30,434 Value ($000) $851 Avg Close Range
Q4 2024
Shares 32,286 Value ($000) $882 Avg Close Range
Q3 2024
Shares 10,119 Value ($000) $855 Avg Close Range
Q2 2024
Shares 10,758 Value ($000) $837 Avg Close Range
Q1 2024
Shares 14,896 Value ($000) $1,201 Avg Close Range
Q4 2023
Shares 18,987 Value ($000) $1,445 Avg Close Range
Q3 2023
Shares 19,548 Value ($000) $1,383 Avg Close Range
Q2 2023
Shares 20,430 Value ($000) $1,484 Avg Close Range
Q1 2023
Shares 19,604 Value ($000) $1,434 Avg Close Range
Q4 2022
Shares 12,053 Value ($000) $911 Avg Close Range
Q3 2022
Shares 8,562 Value ($000) $569 Avg Close Range
Q2 2022
Shares 8,782 Value ($000) $629 Avg Close Range
Q1 2022
Shares 9,489 Value ($000) $749 Avg Close Range
Q4 2021
Shares 9,382 Value ($000) $758 Avg Close Range
Q3 2021
Shares 6,462 Value ($000) $480 Avg Close Range
Q2 2021
Shares 6,371 Value ($000) $482 Avg Close Range
Q1 2021
Shares 5,227 Value ($000) $381 Avg Close Range
Q4 2020
Shares 4,901 Value ($000) $314 Avg Close Range
Q3 2020
Shares 4,538 Value ($000) $251 Avg Close Range
Q2 2020
Shares 3,897 Value ($000) $202 Avg Close Range
Q4 2019
Shares 3,276 Value ($000) $190 Avg Close Range
Q4 2017
Shares 6,893 Value ($000) $352 Avg Close Range