SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025
Shares 52,682 Value ($000) $1,445 Avg Close — Range —
Q3 2025
Shares 52,496 Value ($000) $1,433 Avg Close — Range —
Q2 2025
Shares 47,784 Value ($000) $1,266 Avg Close — Range —
Q1 2025
Shares 45,998 Value ($000) $1,286 Avg Close — Range —
Q4 2024
Shares 46,841 Value ($000) $1,280 Avg Close — Range —
Q3 2024
Shares 15,495 Value ($000) $1,310 Avg Close — Range —
Q2 2024
Shares 18,354 Value ($000) $1,427 Avg Close — Range —
Q1 2024
Shares 17,589 Value ($000) $1,418 Avg Close — Range —
Q4 2023
Shares 19,429 Value ($000) $1,479 Avg Close — Range —
Q3 2023
Shares 19,412 Value ($000) $1,374 Avg Close — Range —
Q2 2023
Shares 21,945 Value ($000) $1,594 Avg Close — Range —
Q1 2023
Shares 21,026 Value ($000) $1,538 Avg Close — Range —
Q4 2022
Shares 19,912 Value ($000) $1,504 Avg Close — Range —
Q3 2022
Shares 20,436 Value ($000) $1,358 Avg Close — Range —
Q2 2022
Shares 20,409 Value ($000) $1,462 Avg Close — Range —
Q1 2022
Shares 20,627 Value ($000) $1,627 Avg Close — Range —
Q4 2021
Shares 15,206 Value ($000) $1,229 Avg Close — Range —
Q3 2021
Shares 9,642 Value ($000) $716 Avg Close — Range —
Q2 2021
Shares 8,338 Value ($000) $630 Avg Close — Range —
Q1 2021
Shares 7,029 Value ($000) $513 Avg Close — Range —
Q4 2020
Shares 5,951 Value ($000) $329 Avg Close — Range —
Q3 2020
Shares 5,951 Value ($000) $329 Avg Close — Range —
Q2 2020
Shares 5,334 Value ($000) $276 Avg Close — Range —
Q1 2020
Shares 5,449 Value ($000) $245 Avg Close — Range —
Q4 2019
Shares 5,057 Value ($000) $293 Avg Close — Range —
Q3 2019
Shares 4,737 Value ($000) $260 Avg Close — Range —
Q2 2019
Shares 4,528 Value ($000) $240 Avg Close — Range —
Q1 2019
Shares 2,685 Value ($000) $140 Avg Close — Range —
Q4 2018
Shares 980 Value ($000) $46 Avg Close — Range —
Q3 2018
Shares 1,584 Value ($000) $84 Avg Close — Range —
Q2 2018
Shares 968 Value ($000) $48 Avg Close — Range —
Q1 2018
Shares 968 Value ($000) $47 Avg Close — Range —
Q4 2017
Shares 863 Value ($000) $44 Avg Close — Range —
Q2 2017
Shares 200 Value ($000) $9 Avg Close — Range —
Q1 2017
Shares 500 Value ($000) $22 Avg Close — Range —
Q4 2016
Shares 530 Value ($000) $23 Avg Close — Range —