SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 16,095 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 14,108 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 15,102 Value ($000) $409 Avg Close — Range —
Q1 2025
Shares 8,389 Value ($000) $217 Avg Close — Range —
Q3 2024
Shares 2,367 Value ($000) $200 Avg Close — Range —
Q2 2024
Shares 2,644 Value ($000) $204 Avg Close — Range —
Q1 2024
Shares 2,542 Value ($000) $202 Avg Close — Range —