SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025
Shares 97,242 Value ($000) $2,667 Avg Close — Range —
Q3 2025
Shares 95,177 Value ($000) $2,598 Avg Close — Range —
Q2 2025
Shares 95,571 Value ($000) $2,533 Avg Close — Range —
Q1 2025
Shares 88,935 Value ($000) $2,487 Avg Close — Range —
Q4 2024
Shares 88,441 Value ($000) $2,416 Avg Close — Range —
Q3 2024
Shares 30,343 Value ($000) $2,565 Avg Close — Range —
Q2 2024
Shares 29,454 Value ($000) $2,290 Avg Close — Range —
Q1 2024
Shares 28,968 Value ($000) $2,336 Avg Close — Range —
Q4 2023
Shares 33,759 Value ($000) $2,570 Avg Close — Range —
Q3 2023
Shares 31,910 Value ($000) $2,258 Avg Close — Range —
Q2 2023
Shares 30,688 Value ($000) $2,229 Avg Close — Range —
Q1 2023
Shares 32,582 Value ($000) $2,384 Avg Close — Range —
Q4 2022
Shares 34,511 Value ($000) $2,607 Avg Close — Range —
Q3 2022
Shares 20,804 Value ($000) $1,382 Avg Close — Range —
Q2 2022
Shares 4,106 Value ($000) $294 Avg Close — Range —
Q1 2022
Shares 467 Value ($000) $37 Avg Close — Range —