SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Sunbelt Securities, Inc.'s Holding History (CIK: 0001632932)

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

Q4 2025
Shares 262,405 Value ($000) $7,198 Avg Close Range
Q3 2025
Shares 489,396 Value ($000) $13,361 Avg Close Range
Q2 2025
Shares 428,343 Value ($000) $11,702 Avg Close Range
Q1 2025
Shares 496,545 Value ($000) $13,883 Avg Close Range
Q4 2024
Shares 428,403 Value ($000) $11,665 Avg Close Range
Q3 2024
Shares 119,920 Value ($000) $10,137 Avg Close Range
Q2 2024
Shares 117,507 Value ($000) $9,137 Avg Close Range
Q1 2024
Shares 109,975 Value ($000) $8,867 Avg Close Range
Q4 2023
Shares 87,850 Value ($000) $6,688 Avg Close Range
Q3 2023
Shares 87,430 Value ($000) $6,187 Avg Close Range
Q2 2023
Shares 84,759 Value ($000) $6,155 Avg Close Range
Q1 2023
Shares 78,982 Value ($000) $5,710 Avg Close Range
Q4 2022
Shares 44,235 Value ($000) $3,342 Avg Close Range
Q3 2022
Shares 41,631 Value ($000) $2,766 Avg Close Range
Q2 2022
Shares 42,670 Value ($000) $3,056 Avg Close Range
Q1 2022
Shares 30,568 Value ($000) $2,441 Avg Close Range
Q4 2021
Shares 26,987 Value ($000) $2,142 Avg Close Range
Q3 2021
Shares 9,360 Value ($000) $706 Avg Close Range
Q2 2021
Shares 9,360 Value ($000) $706 Avg Close Range
Q1 2021
Shares 6,517 Value ($000) $475 Avg Close Range
Q4 2020
Shares 6,499 Value ($000) $417 Avg Close Range