SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MBE Wealth Management, LLC's Holding History (CIK: 0001775850)

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

Q4 2025
Shares 162,818 Value ($000) $4,466 Avg Close Range
Q3 2025
Shares 167,068 Value ($000) $4,561 Avg Close Range
Q2 2025
Shares 185,079 Value ($000) $4,905 Avg Close Range
Q1 2025
Shares 178,958 Value ($000) $5,004 Avg Close Range
Q4 2024
Shares 46,215 Value ($000) $1,263 Avg Close Range
Q3 2024
Shares 15,197 Value ($000) $1,285 Avg Close Range
Q2 2024
Shares 15,776 Value ($000) $1,227 Avg Close Range
Q1 2024
Shares 13,648 Value ($000) $1,100 Avg Close Range
Q4 2023
Shares 3,236 Value ($000) $246 Avg Close Range
Q1 2020
Shares 225 Value ($000) $10 Avg Close Range