SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

GM Advisory Group, Inc.'s Holding History (CIK: 0001598304)

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

Q4 2025
Shares 141,306 Value ($000) $3,876 Avg Close — Range —
Q3 2025
Shares 176,799 Value ($000) $4,827 Avg Close — Range —
Q2 2025
Shares 165,682 Value ($000) $4,391 Avg Close — Range —
Q1 2025
Shares 192,581 Value ($000) $5,385 Avg Close — Range —
Q4 2024
Shares 179,364 Value ($000) $4,900 Avg Close — Range —
Q3 2024
Shares 49,684 Value ($000) $4,200 Avg Close — Range —
Q2 2024
Shares 30,987 Value ($000) $2,410 Avg Close — Range —
Q1 2024
Shares 36,587 Value ($000) $2,950 Avg Close — Range —
Q4 2023
Shares 12,232 Value ($000) $931 Avg Close — Range —
Q3 2023
Shares 3,267 Value ($000) $231 Avg Close — Range —
Q1 2023
Shares 6,417 Value ($000) $469 Avg Close — Range —
Q1 2022
Shares 2,790 Value ($000) $220 Avg Close — Range —
Q4 2020
Shares 5,906 Value ($000) $379 Avg Close — Range —