SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025
Shares 429,988 Value ($000) $11,795 Avg Close — Range —
Q3 2025
Shares 341,675 Value ($000) $9,328 Avg Close — Range —
Q2 2025
Shares 287,189 Value ($000) $7,611 Avg Close — Range —
Q1 2025
Shares 238,752 Value ($000) $6,676 Avg Close — Range —
Q4 2024
Shares 226,711 Value ($000) $6,194 Avg Close — Range —
Q3 2024
Shares 72,187 Value ($000) $6,035 Avg Close — Range —
Q2 2024
Shares 67,607 Value ($000) $5,257 Avg Close — Range —
Q4 2023
Shares 20,298 Value ($000) $1,545 Avg Close — Range —
Q3 2023
Shares 104,295 Value ($000) $7,380 Avg Close — Range —
Q2 2023
Shares 107,101 Value ($000) $7,778 Avg Close — Range —
Q1 2023
Shares 80,197 Value ($000) $5,867 Avg Close — Range —
Q4 2022
Shares 68,250 Value ($000) $5,156 Avg Close — Range —
Q3 2022
Shares 68,875 Value ($000) $4,575 Avg Close — Range —
Q2 2022
Shares 64,837 Value ($000) $4,837 Avg Close — Range —
Q1 2022
Shares 31,797 Value ($000) $2,508 Avg Close — Range —
Q4 2021
Shares 27,624 Value ($000) $2,166 Avg Close — Range —
Q3 2021
Shares 25,504 Value ($000) $1,893 Avg Close — Range —
Q2 2021
Shares 23,425 Value ($000) $1,771 Avg Close — Range —
Q1 2021
Shares 22,811 Value ($000) $1,749 Avg Close — Range —
Q4 2020
Shares 20,920 Value ($000) $1,402 Avg Close — Range —
Q3 2020
Shares 16,493 Value ($000) $912 Avg Close — Range —
Q2 2020
Shares 13,832 Value ($000) $797 Avg Close — Range —
Q4 2019
Shares 4,085 Value ($000) $237 Avg Close — Range —