SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q4 2025
Shares 32,194 Value ($000) $883 Avg Close — Range —
Q3 2025
Shares 55,763 Value ($000) $1,522 Avg Close — Range —
Q2 2025
Shares 55,553 Value ($000) $1,472 Avg Close — Range —
Q1 2025
Shares 72,301 Value ($000) $2,022 Avg Close — Range —
Q4 2024
Shares 74,728 Value ($000) $2,042 Avg Close — Range —