SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 8,812 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 8,752 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 7,937 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 7,188 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 2,366 Value ($000) $200 Avg Close — Range —
Q4 2020
Shares 60 Value ($000) $4 Avg Close — Range —
Q3 2020
Shares 330 Value ($000) $18 Avg Close — Range —
Q2 2020
Shares 330 Value ($000) $17 Avg Close — Range —
Q1 2020
Shares 320 Value ($000) $14 Avg Close — Range —
Q4 2019
Shares 320 Value ($000) $19 Avg Close — Range —