SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Bridgewealth Advisory Group, LLC's Holding History (CIK: 0001801982)

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

Q4 2025
Shares 17,640 Value ($000) $484 Avg Close Range
Q3 2025
Shares 18,812 Value ($000) $514 Avg Close Range
Q2 2025
Shares 20,916 Value ($000) $554 Avg Close Range
Q1 2025
Shares 24,379 Value ($000) $682 Avg Close Range
Q4 2024
Shares 292,747 Value ($000) $8,153 Avg Close Range
Q3 2024
Shares 127,064 Value ($000) $10,741 Avg Close Range
Q2 2024
Shares 113,955 Value ($000) $8,861 Avg Close Range
Q1 2024
Shares 101,954 Value ($000) $8,221 Avg Close Range
Q4 2023
Shares 46,768 Value ($000) $3,560 Avg Close Range
Q3 2023
Shares 18,295 Value ($000) $1,295 Avg Close Range
Q2 2023
Shares 8,272 Value ($000) $601 Avg Close Range
Q1 2023
Shares 6,395 Value ($000) $468 Avg Close Range
Q4 2022
Shares 8,081 Value ($000) $610 Avg Close Range