SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 14,119 Value ($000) $387 Avg Close — Range —
Q2 2024
Shares 52,595 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 7,035 Value ($000) $503 Avg Close — Range —
Q4 2021
Shares 2,731 Value ($000) $220 Avg Close — Range —
Q1 2020
Shares 784 Value ($000) $35 Avg Close — Range —
Q4 2019
Shares 784 Value ($000) $45 Avg Close — Range —
Q3 2019
Shares 784 Value ($000) $43 Avg Close — Range —