SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RVW Wealth, LLC's Holding History (CIK: 0001756543)

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

Q4 2025
Shares 142,469 Value ($000) $3,908 Avg Close Range
Q3 2025
Shares 155,239 Value ($000) $4,238 Avg Close Range
Q2 2025
Shares 163,055 Value ($000) $4,321 Avg Close Range
Q1 2025
Shares 188,493 Value ($000) $5,270 Avg Close Range
Q4 2024
Shares 655,766 Value ($000) $17,916 Avg Close Range
Q3 2024
Shares 227,073 Value ($000) $19,194 Avg Close Range
Q2 2024
Shares 222,254 Value ($000) $17,282 Avg Close Range
Q1 2024
Shares 214,896 Value ($000) $17,327 Avg Close Range
Q4 2023
Shares 203,168 Value ($000) $15,467 Avg Close Range
Q3 2023
Shares 211,452 Value ($000) $14,962 Avg Close Range
Q2 2023
Shares 314,836 Value ($000) $22,863 Avg Close Range
Q1 2023
Shares 161,439 Value ($000) $11,811 Avg Close Range
Q4 2022
Shares 10,951 Value ($000) $827 Avg Close Range
Q3 2022
Shares 23,160 Value ($000) $1,539 Avg Close Range
Q2 2022
Shares 24,539 Value ($000) $1,758 Avg Close Range