SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Visionary Wealth Advisors's Holding History (CIK: 0001802984)

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

Q4 2025
Shares 241,638 Value ($000) $6,628 Avg Close — Range —
Q3 2025
Shares 244,704 Value ($000) $6,680 Avg Close — Range —
Q2 2025
Shares 240,955 Value ($000) $6,385 Avg Close — Range —
Q1 2025
Shares 247,161 Value ($000) $6,911 Avg Close — Range —
Q4 2024
Shares 239,246 Value ($000) $6,536 Avg Close — Range —
Q3 2024
Shares 77,604 Value ($000) $6,560 Avg Close — Range —
Q2 2024
Shares 77,617 Value ($000) $6,035 Avg Close — Range —
Q1 2024
Shares 80,361 Value ($000) $6,480 Avg Close — Range —
Q4 2023
Shares 92,145 Value ($000) $7,015 Avg Close — Range —
Q3 2023
Shares 104,902 Value ($000) $7,423 Avg Close — Range —
Q2 2023
Shares 83,919 Value ($000) $6,094 Avg Close — Range —
Q1 2023
Shares 73,917 Value ($000) $5,408 Avg Close — Range —
Q4 2022
Shares 64,823 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 58,422 Value ($000) $3,881 Avg Close — Range —
Q2 2022
Shares 302,666 Value ($000) $21,680 Avg Close — Range —
Q1 2022
Shares 220,779 Value ($000) $17,417 Avg Close — Range —
Q4 2021
Shares 226,888 Value ($000) $18,339 Avg Close — Range —
Q3 2021
Shares 221,674 Value ($000) $16,457 Avg Close — Range —
Q2 2021
Shares 223,843 Value ($000) $16,927 Avg Close — Range —
Q1 2021
Shares 243,512 Value ($000) $17,757 Avg Close — Range —
Q4 2020
Shares 268,917 Value ($000) $17,248 Avg Close — Range —
Q3 2020
Shares 188,141 Value ($000) $10,404 Avg Close — Range —
Q2 2020
Shares 186,882 Value ($000) $9,671 Avg Close — Range —
Q1 2020
Shares 139,228 Value ($000) $6,262 Avg Close — Range —
Q4 2019
Shares 124,030 Value ($000) $7,184 Avg Close — Range —