SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

ACCESS FINANCIAL SERVICES, INC.'s Holding History (CIK: 0001699622)

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

Q3 2025
Shares 14,735 Value ($000) $402 Avg Close — Range —
Q2 2025
Shares 19,158 Value ($000) $508 Avg Close — Range —
Q1 2025
Shares 21,677 Value ($000) $606 Avg Close — Range —
Q4 2024
Shares 157,299 Value ($000) $4,297 Avg Close — Range —
Q3 2024
Shares 53,513 Value ($000) $4,523 Avg Close — Range —
Q2 2024
Shares 56,227 Value ($000) $4,372 Avg Close — Range —
Q1 2024
Shares 60,515 Value ($000) $4,879 Avg Close — Range —
Q4 2023
Shares 54,469 Value ($000) $4,147 Avg Close — Range —
Q3 2023
Shares 55,300 Value ($000) $3,913 Avg Close — Range —
Q2 2023
Shares 56,388 Value ($000) $4,095 Avg Close — Range —
Q1 2023
Shares 57,663 Value ($000) $4,219 Avg Close — Range —
Q4 2022
Shares 59,664 Value ($000) $4,507 Avg Close — Range —
Q3 2022
Shares 56,954 Value ($000) $3,783 Avg Close — Range —
Q2 2022
Shares 56,063 Value ($000) $4,016 Avg Close — Range —
Q1 2022
Shares 66,195 Value ($000) $5,222 Avg Close — Range —
Q4 2021
Shares 65,891 Value ($000) $5,326 Avg Close — Range —
Q3 2021
Shares 67,420 Value ($000) $5,005 Avg Close — Range —
Q2 2021
Shares 67,634 Value ($000) $5,114 Avg Close — Range —
Q1 2021
Shares 68,968 Value ($000) $5,029 Avg Close — Range —