SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

White Lighthouse Investment Management Inc.'s Holding History (CIK: 0001727593)

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

Q4 2025
Shares 187,668 Value ($000) $5,148 Avg Close — Range —
Q3 2025
Shares 123,185 Value ($000) $3,363 Avg Close — Range —
Q2 2025
Shares 127,448 Value ($000) $3,377 Avg Close — Range —
Q1 2025
Shares 128,715 Value ($000) $3,599 Avg Close — Range —
Q4 2024
Shares 130,267 Value ($000) $3,559 Avg Close — Range —
Q3 2024
Shares 42,706 Value ($000) $3,610 Avg Close — Range —
Q2 2024
Shares 42,212 Value ($000) $3,282 Avg Close — Range —
Q1 2024
Shares 42,403 Value ($000) $3,419 Avg Close — Range —
Q4 2023
Shares 42,634 Value ($000) $3,246 Avg Close — Range —
Q3 2023
Shares 43,505 Value ($000) $3,078 Avg Close — Range —
Q2 2023
Shares 42,509 Value ($000) $3,087 Avg Close — Range —
Q1 2023
Shares 42,724 Value ($000) $3,126 Avg Close — Range —
Q4 2022
Shares 43,199 Value ($000) $3,263 Avg Close — Range —
Q3 2022
Shares 43,180 Value ($000) $2,868 Avg Close — Range —
Q2 2022
Shares 41,752 Value ($000) $2,991 Avg Close — Range —
Q1 2022
Shares 42,298 Value ($000) $3,337 Avg Close — Range —
Q4 2021
Shares 42,667 Value ($000) $3,449 Avg Close — Range —
Q3 2021
Shares 39,243 Value ($000) $2,913 Avg Close — Range —
Q2 2021
Shares 38,858 Value ($000) $2,938 Avg Close — Range —
Q1 2021
Shares 36,845 Value ($000) $2,687 Avg Close — Range —
Q4 2020
Shares 35,067 Value ($000) $2,249 Avg Close — Range —
Q3 2020
Shares 27,239 Value ($000) $1,506 Avg Close — Range —
Q2 2020
Shares 8,842 Value ($000) $458 Avg Close — Range —