SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Winthrop Advisory Group LLC's Holding History (CIK: 0001739043)

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

Q4 2025
Shares 380,637 Value ($000) $10,441 Avg Close — Range —
Q3 2025
Shares 361,149 Value ($000) $9,859 Avg Close — Range —
Q2 2025
Shares 362,617 Value ($000) $9,609 Avg Close — Range —
Q1 2025
Shares 360,170 Value ($000) $10,070 Avg Close — Range —
Q4 2024
Shares 371,601 Value ($000) $10,152 Avg Close — Range —
Q3 2024
Shares 125,166 Value ($000) $10,580 Avg Close — Range —
Q2 2024
Shares 125,818 Value ($000) $9,784 Avg Close — Range —
Q1 2024
Shares 126,276 Value ($000) $10,182 Avg Close — Range —
Q4 2023
Shares 129,694 Value ($000) $9,874 Avg Close — Range —
Q3 2023
Shares 130,807 Value ($000) $9,256 Avg Close — Range —
Q2 2023
Shares 132,070 Value ($000) $9,591 Avg Close — Range —
Q1 2023
Shares 132,530 Value ($000) $9,696 Avg Close — Range —
Q4 2022
Shares 133,378 Value ($000) $10,075 Avg Close — Range —
Q3 2022
Shares 132,335 Value ($000) $8,791 Avg Close — Range —
Q2 2022
Shares 135,027 Value ($000) $9,672 Avg Close — Range —
Q1 2022
Shares 134,693 Value ($000) $10,626 Avg Close — Range —
Q4 2021
Shares 138,071 Value ($000) $11,160 Avg Close — Range —
Q3 2021
Shares 137,533 Value ($000) $10,210 Avg Close — Range —
Q2 2021
Shares 138,021 Value ($000) $10,437 Avg Close — Range —
Q1 2021
Shares 137,817 Value ($000) $10,050 Avg Close — Range —
Q4 2020
Shares 138,102 Value ($000) $8,858 Avg Close — Range —
Q3 2020
Shares 137,945 Value ($000) $7,653 Avg Close — Range —
Q2 2020
Shares 147,565 Value ($000) $7,564 Avg Close — Range —
Q1 2020
Shares 143,925 Value ($000) $6,474 Avg Close — Range —