SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

REDW Wealth LLC's Holding History (CIK: 0001688931)

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

Q4 2025
Shares 54,986 Value ($000) $1,508 Avg Close — Range —
Q3 2025
Shares 54,160 Value ($000) $1,479 Avg Close — Range —
Q2 2025
Shares 52,324 Value ($000) $1,387 Avg Close — Range —
Q1 2025
Shares 48,274 Value ($000) $1,350 Avg Close — Range —
Q4 2024
Shares 48,503 Value ($000) $1,325 Avg Close — Range —