SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Strategic Family Wealth Counselors, L.L.C.'s Holding History (CIK: 0001729755)

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

Q4 2025
Shares 460,502 Value ($000) $13,216 Avg Close — Range —
Q3 2025
Shares 468,236 Value ($000) $12,783 Avg Close — Range —
Q2 2025
Shares 465,630 Value ($000) $12,339 Avg Close — Range —
Q1 2025
Shares 482,234 Value ($000) $13,483 Avg Close — Range —
Q4 2024
Shares 473,174 Value ($000) $12,927 Avg Close — Range —
Q3 2024
Shares 160,756 Value ($000) $13,589 Avg Close — Range —
Q2 2024
Shares 145,068 Value ($000) $11,281 Avg Close — Range —
Q1 2024
Shares 138,339 Value ($000) $11,154 Avg Close — Range —
Q4 2023
Shares 133,534 Value ($000) $10,166 Avg Close — Range —
Q3 2023
Shares 140,862 Value ($000) $9,967 Avg Close — Range —
Q2 2023
Shares 137,196 Value ($000) $9,963 Avg Close — Range —
Q1 2023
Shares 133,317 Value ($000) $9,753 Avg Close — Range —
Q4 2022
Shares 124,954 Value ($000) $9,439 Avg Close — Range —
Q3 2022
Shares 125,211 Value ($000) $8,318 Avg Close — Range —
Q2 2022
Shares 121,373 Value ($000) $8,694 Avg Close — Range —
Q1 2022
Shares 109,909 Value ($000) $8,671 Avg Close — Range —
Q4 2021
Shares 97,943 Value ($000) $7,917 Avg Close — Range —
Q3 2021
Shares 94,236 Value ($000) $6,996 Avg Close — Range —
Q2 2021
Shares 87,917 Value ($000) $6,648 Avg Close — Range —
Q1 2021
Shares 85,144 Value ($000) $6,209 Avg Close — Range —
Q4 2020
Shares 85,820 Value ($000) $5,505 Avg Close — Range —
Q3 2020
Shares 82,840 Value ($000) $4,581 Avg Close — Range —
Q2 2020
Shares 79,607 Value ($000) $4,120 Avg Close — Range —
Q1 2020
Shares 79,864 Value ($000) $3,592 Avg Close — Range —
Q4 2019
Shares 70,656 Value ($000) $4,092 Avg Close — Range —
Q3 2019
Shares 68,617 Value ($000) $3,759 Avg Close — Range —
Q2 2019
Shares 65,830 Value ($000) $3,494 Avg Close — Range —
Q1 2019
Shares 68,723 Value ($000) $3,593 Avg Close — Range —
Q4 2018
Shares 57,245 Value ($000) $2,689 Avg Close — Range —