SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

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

Q2 2025
Shares 7,835 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 7,823 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 12,249 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 2,588 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 2,577 Value ($000) $200 Avg Close — Range —
Q1 2024
Shares 2,577 Value ($000) $208 Avg Close — Range —
Q2 2023
Shares 3,268 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 3,162 Value ($000) $231 Avg Close — Range —
Q4 2022
Shares 3,155 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 6,155 Value ($000) $879 Avg Close — Range —
Q2 2022
Shares 3,140 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 3,359 Value ($000) $271 Avg Close — Range —