SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 108,287 Value ($000) $2,970 Avg Close — Range —
Q3 2025
Shares 115,781 Value ($000) $3,161 Avg Close — Range —
Q2 2025
Shares 123,380 Value ($000) $3,270 Avg Close — Range —
Q1 2025
Shares 130,263 Value ($000) $3,642 Avg Close — Range —
Q4 2024
Shares 128,804 Value ($000) $3,519 Avg Close — Range —
Q3 2024
Shares 39,582 Value ($000) $3,346 Avg Close — Range —
Q2 2024
Shares 34,149 Value ($000) $2,655 Avg Close — Range —
Q1 2024
Shares 29,734 Value ($000) $2,397 Avg Close — Range —
Q4 2023
Shares 28,972 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 37,522 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 39,678 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 40,042 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 25,044 Value ($000) $2 Avg Close — Range —