SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

United Bank's Holding History (CIK: 0001697791)

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

Q4 2025
Shares 210,092 Value ($000) $5,763 Avg Close Range
Q3 2025
Shares 202,548 Value ($000) $5,530 Avg Close Range
Q2 2025
Shares 195,713 Value ($000) $5,186 Avg Close Range
Q1 2025
Shares 186,362 Value ($000) $5,211 Avg Close Range
Q4 2024
Shares 184,029 Value ($000) $5,028 Avg Close Range
Q3 2024
Shares 61,030 Value ($000) $5,159 Avg Close Range
Q2 2024
Shares 61,839 Value ($000) $4,809 Avg Close Range
Q1 2024
Shares 59,960 Value ($000) $4,835 Avg Close Range
Q4 2023
Shares 53,955 Value ($000) $4,108 Avg Close Range
Q3 2023
Shares 53,152 Value ($000) $3,761 Avg Close Range
Q2 2023
Shares 50,082 Value ($000) $3,637 Avg Close Range
Q1 2023
Shares 49,229 Value ($000) $3,602 Avg Close Range
Q4 2022
Shares 48,416 Value ($000) $3,657 Avg Close Range
Q3 2022
Shares 48,170 Value ($000) $3,200 Avg Close Range
Q2 2022
Shares 47,127 Value ($000) $3,376 Avg Close Range
Q1 2022
Shares 47,346 Value ($000) $3,735 Avg Close Range
Q4 2021
Shares 43,989 Value ($000) $3,556 Avg Close Range
Q3 2021
Shares 47,753 Value ($000) $3,545 Avg Close Range