SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

IRON Financial LLC's Holding History (CIK: 0001595509)

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

Q4 2025
Shares 144,304 Value ($000) $3,958 Avg Close Range
Q3 2025
Shares 93,678 Value ($000) $2,557 Avg Close Range
Q2 2025
Shares 61,655 Value ($000) $1,634 Avg Close Range
Q1 2025
Shares 77,573 Value ($000) $2,169 Avg Close Range
Q4 2024
Shares 71,920 Value ($000) $1,965 Avg Close Range
Q3 2024
Shares 23,164 Value ($000) $1,958 Avg Close Range
Q2 2024
Shares 22,152 Value ($000) $1,723 Avg Close Range
Q1 2024
Shares 22,152 Value ($000) $1,786 Avg Close Range
Q4 2023
Shares 21,678 Value ($000) $1,650 Avg Close Range
Q3 2023
Shares 21,326 Value ($000) $1,509 Avg Close Range
Q2 2023
Shares 21,172 Value ($000) $1,537 Avg Close Range
Q1 2023
Shares 21,016 Value ($000) $1,538 Avg Close Range
Q4 2022
Shares 21,570 Value ($000) $1,629 Avg Close Range