SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Gerber Kawasaki Wealth & Investment Management's Holding History (CIK: 0001666736)

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

Q4 2025
Shares 1,888,374 Value ($000) $51,798 Avg Close — Range —
Q3 2025
Shares 1,903,678 Value ($000) $51,970 Avg Close — Range —
Q2 2025
Shares 1,915,554 Value ($000) $50,762 Avg Close — Range —
Q1 2025
Shares 1,926,141 Value ($000) $53,855 Avg Close — Range —
Q4 2024
Shares 1,908,587 Value ($000) $52,143 Avg Close — Range —
Q3 2024
Shares 632,126 Value ($000) $53,434 Avg Close — Range —
Q2 2024
Shares 644,647 Value ($000) $50,128 Avg Close — Range —
Q1 2024
Shares 659,370 Value ($000) $53,165 Avg Close — Range —
Q4 2023
Shares 675,997 Value ($000) $51,464 Avg Close — Range —
Q3 2023
Shares 760,297 Value ($000) $53,799 Avg Close — Range —
Q2 2023
Shares 756,448 Value ($000) $54,933 Avg Close — Range —
Q1 2023
Shares 778,636 Value ($000) $56,965 Avg Close — Range —
Q4 2022
Shares 815,124 Value ($000) $61,574 Avg Close — Range —
Q3 2022
Shares 730,816 Value ($000) $48,548 Avg Close — Range —
Q2 2022
Shares 691,827 Value ($000) $49,517 Avg Close — Range —
Q1 2022
Shares 638,992 Value ($000) $50,410 Avg Close — Range —
Q4 2021
Shares 563,739 Value ($000) $45,567 Avg Close — Range —
Q3 2021
Shares 528,043 Value ($000) $39,201 Avg Close — Range —
Q2 2021
Shares 480,179 Value ($000) $36,311 Avg Close — Range —
Q1 2021
Shares 431,120 Value ($000) $31,437 Avg Close — Range —
Q4 2020
Shares 393,707 Value ($000) $25,252 Avg Close — Range —
Q2 2020
Shares 388,712 Value ($000) $20,115 Avg Close — Range —
Q1 2020
Shares 340,581 Value ($000) $15,319 Avg Close — Range —