SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q2 2025
Shares 3 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 519,414 Value ($000) $14,523 Avg Close — Range —
Q4 2024
Shares 93 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 31 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 15,432 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 19,373 Value ($000) $1,528 Avg Close — Range —
Q4 2021
Shares 114,971 Value ($000) $9,293 Avg Close — Range —
Q3 2021
Shares 524,678 Value ($000) $38,953 Avg Close — Range —
Q3 2019
Shares 5,775 Value ($000) $316 Avg Close — Range —