SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 6,976 Value ($000) $191 Avg Close — Range —
Q3 2025
Shares 10,288 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 10,913 Value ($000) $289 Avg Close — Range —
Q1 2025
Shares 10,839 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 10,773 Value ($000) $294 Avg Close — Range —
Q2 2022
Shares 14,700 Value ($000) $1,053 Avg Close — Range —
Q1 2022
Shares 18,700 Value ($000) $1,475 Avg Close — Range —
Q4 2021
Shares 9,100 Value ($000) $736 Avg Close — Range —
Q3 2021
Shares 3,550 Value ($000) $264 Avg Close — Range —
Q1 2021
Shares 1,910 Value ($000) $139 Avg Close — Range —
Q4 2020
Shares 450 Value ($000) $29 Avg Close — Range —