SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Graves Light Lenhart Wealth, Inc.'s Holding History (CIK: 0001759803)

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

Q4 2025
Shares 672,914 Value ($000) $18,458 Avg Close — Range —
Q3 2025
Shares 634,788 Value ($000) $17,330 Avg Close — Range —
Q2 2025
Shares 625,015 Value ($000) $16,563 Avg Close — Range —
Q1 2025
Shares 610,500 Value ($000) $17,070 Avg Close — Range —
Q4 2024
Shares 607,770 Value ($000) $16,604 Avg Close — Range —
Q3 2024
Shares 200,956 Value ($000) $16,987 Avg Close — Range —
Q2 2024
Shares 231,026 Value ($000) $17,884 Avg Close — Range —
Q1 2024
Shares 225,821 Value ($000) $18,208 Avg Close — Range —
Q4 2023
Shares 213,088 Value ($000) $16,222 Avg Close — Range —
Q3 2023
Shares 211,935 Value ($000) $14,757 Avg Close — Range —
Q2 2023
Shares 207,588 Value ($000) $15,075 Avg Close — Range —
Q1 2023
Shares 192,845 Value ($000) $14,109 Avg Close — Range —
Q4 2022
Shares 183,317 Value ($000) $13,848 Avg Close — Range —
Q3 2022
Shares 174,127 Value ($000) $11,567 Avg Close — Range —
Q2 2022
Shares 171,923 Value ($000) $12,315 Avg Close — Range —
Q1 2022
Shares 157,232 Value ($000) $12,404 Avg Close — Range —
Q4 2021
Shares 144,341 Value ($000) $11,667 Avg Close — Range —
Q3 2021
Shares 89,823 Value ($000) $6,668 Avg Close — Range —
Q2 2021
Shares 86,431 Value ($000) $6,536 Avg Close — Range —
Q1 2021
Shares 85,368 Value ($000) $6,225 Avg Close — Range —
Q4 2020
Shares 81,134 Value ($000) $5,204 Avg Close — Range —
Q3 2020
Shares 78,099 Value ($000) $4,319 Avg Close — Range —
Q2 2020
Shares 71,612 Value ($000) $3,706 Avg Close — Range —
Q1 2020
Shares 16,253 Value ($000) $731 Avg Close — Range —