SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 549,366 Value ($000) $15,069 Avg Close — Range —
Q3 2025
Shares 520,986 Value ($000) $14,223 Avg Close — Range —
Q2 2025
Shares 528,070 Value ($000) $13,994 Avg Close — Range —
Q1 2025
Shares 547,465 Value ($000) $15,307 Avg Close — Range —
Q4 2024
Shares 632,566 Value ($000) $17,282 Avg Close — Range —
Q3 2024
Shares 199,522 Value ($000) $16,866 Avg Close — Range —
Q2 2024
Shares 180,781 Value ($000) $14,058 Avg Close — Range —
Q1 2024
Shares 200,637 Value ($000) $16,177 Avg Close — Range —
Q4 2023
Shares 217,324 Value ($000) $16,545 Avg Close — Range —
Q3 2023
Shares 208,928 Value ($000) $14,784 Avg Close — Range —
Q2 2023
Shares 189,907 Value ($000) $13,791 Avg Close — Range —
Q1 2023
Shares 176,747 Value ($000) $12,931 Avg Close — Range —
Q4 2022
Shares 217,324 Value ($000) $16,545 Avg Close — Range —
Q3 2022
Shares 98,043 Value ($000) $6,513 Avg Close — Range —
Q2 2022
Shares 99,238 Value ($000) $7,108 Avg Close — Range —
Q1 2022
Shares 95,265 Value ($000) $7,515 Avg Close — Range —
Q4 2021
Shares 87,513 Value ($000) $7,074 Avg Close — Range —
Q3 2021
Shares 63,369 Value ($000) $4,705 Avg Close — Range —
Q2 2021
Shares 65,369 Value ($000) $4,943 Avg Close — Range —
Q1 2021
Shares 61,864 Value ($000) $4,511 Avg Close — Range —
Q4 2020
Shares 65,218 Value ($000) $4,183 Avg Close — Range —
Q3 2020
Shares 61,918 Value ($000) $3,424 Avg Close — Range —
Q2 2020
Shares 60,285 Value ($000) $3,120 Avg Close — Range —
Q1 2020
Shares 54,200 Value ($000) $2,438 Avg Close — Range —
Q4 2019
Shares 43,622 Value ($000) $2,527 Avg Close — Range —
Q3 2019
Shares 38,604 Value ($000) $2,115 Avg Close — Range —
Q2 2019
Shares 36,286 Value ($000) $1,926 Avg Close — Range —