SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 15,562 Value ($000) $427 Avg Close Range
Q3 2025
Shares 18,552 Value ($000) $506 Avg Close Range
Q2 2025
Shares 15,262 Value ($000) $521 Avg Close Range