SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Great Diamond Partners, LLC's Holding History (CIK: 0001801112)

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

Q3 2024
Shares 12,847 Value ($000) $1,086 Avg Close — Range —
Q2 2024
Shares 13,036 Value ($000) $1,014 Avg Close — Range —
Q1 2024
Shares 13,420 Value ($000) $1,082 Avg Close — Range —
Q4 2023
Shares 13,970 Value ($000) $1,064 Avg Close — Range —
Q3 2023
Shares 13,550 Value ($000) $959 Avg Close — Range —
Q2 2023
Shares 13,602 Value ($000) $988 Avg Close — Range —
Q1 2023
Shares 13,779 Value ($000) $1,008 Avg Close — Range —
Q4 2022
Shares 14,482 Value ($000) $1,094 Avg Close — Range —
Q3 2022
Shares 14,842 Value ($000) $985 Avg Close — Range —
Q2 2022
Shares 15,102 Value ($000) $1,081 Avg Close — Range —
Q1 2022
Shares 15,286 Value ($000) $1,205 Avg Close — Range —
Q4 2021
Shares 15,695 Value ($000) $1,268 Avg Close — Range —
Q3 2021
Shares 14,933 Value ($000) $1,108 Avg Close — Range —
Q2 2021
Shares 14,882 Value ($000) $1,125 Avg Close — Range —
Q1 2021
Shares 12,316 Value ($000) $898 Avg Close — Range —
Q4 2020
Shares 9,357 Value ($000) $600 Avg Close — Range —
Q3 2020
Shares 8,922 Value ($000) $493 Avg Close — Range —
Q2 2020
Shares 9,293 Value ($000) $480 Avg Close — Range —
Q1 2020
Shares 9,060 Value ($000) $407 Avg Close — Range —
Q4 2019
Shares 14,500 Value ($000) $839 Avg Close — Range —