SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 82,682 Value ($000) $2,268 Avg Close — Range —
Q3 2025
Shares 84,156 Value ($000) $2,297 Avg Close — Range —
Q2 2025
Shares 98,986 Value ($000) $2,623 Avg Close — Range —
Q1 2025
Shares 101,942 Value ($000) $2,850 Avg Close — Range —
Q4 2024
Shares 101,816 Value ($000) $2,782 Avg Close — Range —
Q3 2024
Shares 101,777 Value ($000) $2,908 Avg Close — Range —
Q2 2024
Shares 37,527 Value ($000) $3,049 Avg Close — Range —
Q1 2024
Shares 38,041 Value ($000) $2,888 Avg Close — Range —
Q4 2023
Shares 38,179 Value ($000) $2,937 Avg Close — Range —
Q3 2023
Shares 39,015 Value ($000) $2,747 Avg Close — Range —
Q2 2023
Shares 38,745 Value ($000) $2,830 Avg Close — Range —
Q1 2023
Shares 33,314 Value ($000) $2,458 Avg Close — Range —
Q4 2022
Shares 34,157 Value ($000) $2,612 Avg Close — Range —
Q3 2022
Shares 31,061 Value ($000) $2,170 Avg Close — Range —
Q2 2022
Shares 28,232 Value ($000) $2,103 Avg Close — Range —
Q1 2022
Shares 27,671 Value ($000) $2,181 Avg Close — Range —
Q4 2021
Shares 25,597 Value ($000) $2,090 Avg Close — Range —
Q3 2021
Shares 24,788 Value ($000) $1,909 Avg Close — Range —
Q2 2021
Shares 22,063 Value ($000) $1,660 Avg Close — Range —
Q1 2021
Shares 15,168 Value ($000) $1,126 Avg Close — Range —
Q4 2020
Shares 12,671 Value ($000) $852 Avg Close — Range —
Q4 2019
Shares 8,131 Value ($000) $475 Avg Close — Range —
Q3 2019
Shares 8,131 Value ($000) $463 Avg Close — Range —