SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

McAlister, Sweet & Associates, Inc.'s Holding History (CIK: 0001774087)

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

Q4 2025
Shares 25,070 Value ($000) $688 Avg Close — Range —
Q3 2025
Shares 26,153 Value ($000) $714 Avg Close — Range —
Q2 2025
Shares 24,739 Value ($000) $656 Avg Close — Range —
Q1 2025
Shares 26,233 Value ($000) $733 Avg Close — Range —
Q3 2024
Shares 9,521 Value ($000) $805 Avg Close — Range —
Q2 2024
Shares 9,561 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 11,193 Value ($000) $902 Avg Close — Range —
Q4 2023
Shares 11,884 Value ($000) $905 Avg Close — Range —
Q3 2023
Shares 15,715 Value ($000) $1,112 Avg Close — Range —
Q2 2023
Shares 83,519 Value ($000) $6,065 Avg Close — Range —
Q1 2023
Shares 84,814 Value ($000) $6,205 Avg Close — Range —
Q4 2022
Shares 135,942 Value ($000) $10,269 Avg Close — Range —
Q3 2022
Shares 106,711 Value ($000) $7,089 Avg Close — Range —
Q2 2022
Shares 145,355 Value ($000) $10,412 Avg Close — Range —
Q1 2022
Shares 194,033 Value ($000) $15,307 Avg Close — Range —
Q4 2021
Shares 184,840 Value ($000) $14,941 Avg Close — Range —