SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Wealthcare Advisory Partners LLC's Holding History (CIK: 0001683059)

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

Q4 2025
Shares 850,937 Value ($000) $23,341 Avg Close Range
Q3 2025
Shares 1,563,992 Value ($000) $42,697 Avg Close Range
Q2 2025
Shares 1,479,211 Value ($000) $39,199 Avg Close Range
Q1 2025
Shares 1,468,080 Value ($000) $41,048 Avg Close Range
Q4 2024
Shares 1,409,906 Value ($000) $38,519 Avg Close Range
Q3 2024
Shares 449,710 Value ($000) $38,014 Avg Close Range
Q2 2024
Shares 429,158 Value ($000) $33,371 Avg Close Range
Q1 2024
Shares 444,372 Value ($000) $35,830 Avg Close Range
Q4 2023
Shares 430,699 Value ($000) $32,789 Avg Close Range
Q3 2023
Shares 383,763 Value ($000) $27,155 Avg Close Range
Q2 2023
Shares 335,640 Value ($000) $24,374 Avg Close Range
Q1 2023
Shares 290,241 Value ($000) $21,234 Avg Close Range
Q4 2022
Shares 225,932 Value ($000) $17,067 Avg Close Range
Q3 2022
Shares 205,681 Value ($000) $13,663 Avg Close Range
Q2 2022
Shares 102,413 Value ($000) $7,336 Avg Close Range
Q1 2021
Shares 507 Value ($000) $37 Avg Close Range
Q1 2020
Shares 696 Value ($000) $31 Avg Close Range
Q4 2019
Shares 101 Value ($000) $6 Avg Close Range
Q1 2018
Shares 79 Value ($000) $0 Avg Close Range
Q4 2017
Shares 78 Value ($000) $4 Avg Close Range
Q3 2017
Shares 78 Value ($000) $4 Avg Close Range