SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Winch Advisory Services, LLC's Holding History (CIK: 0001585822)

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

Q4 2025
Shares 57 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 124 Value ($000) $3 Avg Close — Range —
Q2 2025
Shares 102 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 82 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 81 Value ($000) $2 Avg Close — Range —
Q3 2020
Shares 158 Value ($000) $9 Avg Close — Range —