SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 147,069 Value ($000) $4,034 Avg Close — Range —
Q3 2025
Shares 61,828 Value ($000) $1,688 Avg Close — Range —
Q2 2025
Shares 59,388 Value ($000) $1,574 Avg Close — Range —
Q1 2025
Shares 48,518 Value ($000) $1,357 Avg Close — Range —
Q4 2024
Shares 1,390,683 Value ($000) $37,993 Avg Close — Range —
Q3 2024
Shares 16,833 Value ($000) $1,423 Avg Close — Range —
Q2 2024
Shares 21,746 Value ($000) $1,691 Avg Close — Range —
Q1 2024
Shares 24,095 Value ($000) $1,943 Avg Close — Range —
Q4 2023
Shares 20,938 Value ($000) $1,594 Avg Close — Range —
Q3 2023
Shares 24,292 Value ($000) $1,719 Avg Close — Range —
Q2 2023
Shares 28,180 Value ($000) $2,046 Avg Close — Range —
Q1 2023
Shares 35,687 Value ($000) $2,611 Avg Close — Range —
Q4 2022
Shares 36,853 Value ($000) $2,784 Avg Close — Range —
Q3 2022
Shares 34,922 Value ($000) $2,320 Avg Close — Range —
Q1 2020
Shares 4,524 Value ($000) $203 Avg Close — Range —
Q4 2019
Shares 134,940 Value ($000) $7,816 Avg Close — Range —
Q3 2019
Shares 5,474 Value ($000) $311 Avg Close — Range —
Q1 2019
Shares 6,330 Value ($000) $331 Avg Close — Range —
Q4 2018
Shares 6,124 Value ($000) $307 Avg Close — Range —
Q1 2017
Shares 36,665 Value ($000) $1,629 Avg Close — Range —