SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 66,556 Value ($000) $1,823 Avg Close Range
Q3 2025
Shares 60,107 Value ($000) $1,641 Avg Close Range
Q2 2025
Shares 59,907 Value ($000) $1,588 Avg Close Range
Q1 2025
Shares 60,393 Value ($000) $1,689 Avg Close Range
Q4 2024
Shares 56,103 Value ($000) $1,533 Avg Close Range
Q3 2024
Shares 16,869 Value ($000) $1,426 Avg Close Range
Q2 2024
Shares 16,593 Value ($000) $1,304 Avg Close Range
Q1 2024
Shares 16,891 Value ($000) $1,362 Avg Close Range
Q4 2023
Shares 16,748 Value ($000) $1,275 Avg Close Range
Q3 2023
Shares 16,750 Value ($000) $1,185 Avg Close Range
Q2 2023
Shares 17,305 Value ($000) $1,257 Avg Close Range
Q1 2023
Shares 15,781 Value ($000) $1,155 Avg Close Range
Q4 2022
Shares 16,230 Value ($000) $1,226 Avg Close Range
Q3 2022
Shares 16,435 Value ($000) $1,092 Avg Close Range
Q2 2022
Shares 16,181 Value ($000) $1,159 Avg Close Range
Q1 2022
Shares 16,202 Value ($000) $1,278 Avg Close Range
Q2 2021
Shares 67,225 Value ($000) $5,084 Avg Close Range
Q1 2021
Shares 58,202 Value ($000) $4,244 Avg Close Range
Q4 2020
Shares 5,370 Value ($000) $344 Avg Close Range
Q3 2020
Shares 4,386 Value ($000) $243 Avg Close Range
Q1 2020
Shares 260 Value ($000) $12 Avg Close Range
Q4 2019
Shares 260 Value ($000) $15 Avg Close Range
Q3 2019
Shares 260 Value ($000) $14 Avg Close Range
Q2 2019
Shares 260 Value ($000) $14 Avg Close Range
Q1 2019
Shares 260 Value ($000) $14 Avg Close Range