SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

River Wealth Advisors LLC's Holding History (CIK: 0001642570)

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

Q4 2025
Shares 11,266 Value ($000) $309 Avg Close Range
Q3 2025
Shares 10,115 Value ($000) $276 Avg Close Range
Q2 2025
Shares 10,115 Value ($000) $268 Avg Close Range
Q1 2025
Shares 10,478 Value ($000) $293 Avg Close Range
Q4 2024
Shares 11,239 Value ($000) $307 Avg Close Range
Q3 2024
Shares 3,970 Value ($000) $336 Avg Close Range
Q2 2024
Shares 4,003 Value ($000) $311 Avg Close Range
Q1 2024
Shares 4,264 Value ($000) $344 Avg Close Range
Q4 2023
Shares 3,229 Value ($000) $246 Avg Close Range
Q3 2023
Shares 3,432 Value ($000) $243 Avg Close Range
Q2 2023
Shares 4,164 Value ($000) $302 Avg Close Range
Q1 2023
Shares 3,595 Value ($000) $263 Avg Close Range
Q4 2022
Shares 3,595 Value ($000) $272 Avg Close Range
Q3 2022
Shares 4,052 Value ($000) $269 Avg Close Range
Q2 2022
Shares 4,586 Value ($000) $328 Avg Close Range
Q1 2022
Shares 3,959 Value ($000) $312 Avg Close Range
Q4 2021
Shares 4,875 Value ($000) $394 Avg Close Range
Q3 2021
Shares 5,579 Value ($000) $414 Avg Close Range
Q2 2021
Shares 5,819 Value ($000) $440 Avg Close Range
Q1 2021
Shares 5,741 Value ($000) $419 Avg Close Range
Q4 2020
Shares 5,741 Value ($000) $368 Avg Close Range
Q3 2020
Shares 5,888 Value ($000) $326 Avg Close Range
Q2 2020
Shares 6,053 Value ($000) $313 Avg Close Range
Q1 2020
Shares 7,008 Value ($000) $315 Avg Close Range
Q4 2019
Shares 8,217 Value ($000) $476 Avg Close Range
Q3 2019
Shares 7,139 Value ($000) $391 Avg Close Range
Q2 2019
Shares 5,654 Value ($000) $300 Avg Close Range
Q1 2019
Shares 5,576 Value ($000) $292 Avg Close Range
Q4 2018
Shares 6,473 Value ($000) $304 Avg Close Range
Q3 2018
Shares 3,219 Value ($000) $171 Avg Close Range
Q2 2018
Shares 3,455 Value ($000) $170 Avg Close Range