SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 162 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 663 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 663 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 663 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 659 Value ($000) $18 Avg Close — Range —
Q3 2024
Shares 218 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 204 Value ($000) $16 Avg Close — Range —
Q1 2024
Shares 204 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 250 Value ($000) $19 Avg Close — Range —
Q3 2023
Shares 153 Value ($000) $11 Avg Close — Range —
Q2 2023
Shares 118 Value ($000) $9 Avg Close — Range —
Q1 2023
Shares 90 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 76 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 62 Value ($000) $4 Avg Close — Range —
Q2 2022
Shares 40 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 17 Value ($000) $1 Avg Close — Range —