SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

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

Q4 2025
Shares 37,823 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 37,287 Value ($000) $1,018 Avg Close — Range —
Q2 2025
Shares 35,884 Value ($000) $951 Avg Close — Range —
Q1 2025
Shares 30,478 Value ($000) $852 Avg Close — Range —
Q4 2024
Shares 32,492 Value ($000) $888 Avg Close — Range —
Q3 2024
Shares 12,469 Value ($000) $1,054 Avg Close — Range —
Q2 2024
Shares 10,845 Value ($000) $843 Avg Close — Range —
Q1 2024
Shares 9,474 Value ($000) $764 Avg Close — Range —
Q4 2023
Shares 6,382 Value ($000) $486 Avg Close — Range —
Q3 2023
Shares 4,780 Value ($000) $338 Avg Close — Range —
Q2 2023
Shares 4,780 Value ($000) $347 Avg Close — Range —
Q1 2023
Shares 4,780 Value ($000) $350 Avg Close — Range —
Q4 2022
Shares 4,780 Value ($000) $361 Avg Close — Range —
Q3 2022
Shares 4,780 Value ($000) $318 Avg Close — Range —
Q2 2022
Shares 4,780 Value ($000) $342 Avg Close — Range —
Q1 2022
Shares 4,780 Value ($000) $377 Avg Close — Range —
Q4 2021
Shares 4,780 Value ($000) $386 Avg Close — Range —
Q3 2021
Shares 4,780 Value ($000) $355 Avg Close — Range —
Q2 2021
Shares 4,780 Value ($000) $361 Avg Close — Range —
Q1 2021
Shares 4,910 Value ($000) $358 Avg Close — Range —