SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Coastal Investment Advisors, Inc.'s Holding History (CIK: 0001776792)

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

Q2 2024
Shares 7,629 Value ($000) $593 Avg Close Range
Q1 2024
Shares 1,935 Value ($000) $156 Avg Close Range
Q4 2023
Shares 14,060 Value ($000) $1,070 Avg Close Range
Q3 2023
Shares 35,935 Value ($000) $2,610 Avg Close Range
Q2 2023
Shares 35,935 Value ($000) $2,610 Avg Close Range
Q1 2023
Shares 36,115 Value ($000) $2,642 Avg Close Range
Q4 2022
Shares 3,868 Value ($000) $292 Avg Close Range
Q3 2022
Shares 3,923 Value ($000) $261 Avg Close Range
Q2 2022
Shares 3,392 Value ($000) $245 Avg Close Range
Q1 2022
Shares 3,316 Value ($000) $262 Avg Close Range
Q4 2021
Shares 3,301 Value ($000) $267 Avg Close Range
Q3 2021
Shares 3,288 Value ($000) $244 Avg Close Range
Q2 2019
Shares 39 Value ($000) $2 Avg Close Range