SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MinichMacGregor Wealth Management, LLC's Holding History (CIK: 0001744318)

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

Q1 2025
Shares 586,751 Value ($000) $16,406 Avg Close Range
Q1 2024
Shares 2,913 Value ($000) $233 Avg Close Range
Q4 2023
Shares 2,902 Value ($000) $221 Avg Close Range
Q3 2023
Shares 2,882 Value ($000) $204 Avg Close Range
Q1 2023
Shares 4,624 Value ($000) $338 Avg Close Range
Q4 2022
Shares 352 Value ($000) $27 Avg Close Range
Q3 2018
Shares 2,224 Value ($000) $118 Avg Close Range
Q2 2018
Shares 2,224 Value ($000) $109 Avg Close Range
Q1 2018
Shares 2,224 Value ($000) $109 Avg Close Range
Q4 2017
Shares 2,224 Value ($000) $113 Avg Close Range
Q3 2017
Shares 2,024 Value ($000) $94 Avg Close Range
Q2 2017
Shares 2,024 Value ($000) $91 Avg Close Range
Q1 2017
Shares 2,024 Value ($000) $90 Avg Close Range
Q4 2016
Shares 2,840 Value ($000) $123 Avg Close Range
Q3 2016
Shares 2,840 Value ($000) $120 Avg Close Range
Q2 2016
Shares 2,336 Value ($000) $96 Avg Close Range
Q1 2016
Shares 2,336 Value ($000) $93 Avg Close Range
Q4 2015
Shares 1,646 Value ($000) $65 Avg Close Range