SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 104,151 Value ($000) $2,857 Avg Close — Range —
Q3 2025
Shares 101,860 Value ($000) $2,781 Avg Close — Range —
Q2 2025
Shares 101,296 Value ($000) $2,684 Avg Close — Range —
Q1 2025
Shares 91,554 Value ($000) $2,560 Avg Close — Range —
Q4 2024
Shares 80,121 Value ($000) $2,189 Avg Close — Range —
Q3 2024
Shares 22,897 Value ($000) $1,936 Avg Close — Range —
Q2 2024
Shares 21,994 Value ($000) $1,710 Avg Close — Range —
Q1 2024
Shares 20,137 Value ($000) $1,624 Avg Close — Range —
Q4 2023
Shares 18,890 Value ($000) $1,438 Avg Close — Range —
Q3 2023
Shares 18,586 Value ($000) $1,315 Avg Close — Range —
Q2 2023
Shares 13,637 Value ($000) $990 Avg Close — Range —
Q1 2023
Shares 11,282 Value ($000) $825 Avg Close — Range —
Q2 2022
Shares 2,906 Value ($000) $208 Avg Close — Range —