SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Resonant Capital Advisors, LLC's Holding History (CIK: 0001803236)

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

Q4 2025
Shares 14,528 Value ($000) $399 Avg Close — Range —
Q3 2025
Shares 13,966 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 13,965 Value ($000) $370 Avg Close — Range —
Q1 2025
Shares 13,965 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 10,534 Value ($000) $288 Avg Close — Range —
Q3 2024
Shares 2,666 Value ($000) $225 Avg Close — Range —
Q2 2024
Shares 3,381 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 3,316 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 3,181 Value ($000) $242 Avg Close — Range —
Q3 2023
Shares 3,181 Value ($000) $225 Avg Close — Range —
Q2 2023
Shares 2,881 Value ($000) $209 Avg Close — Range —
Q1 2023
Shares 2,881 Value ($000) $211 Avg Close — Range —
Q4 2022
Shares 2,981 Value ($000) $225 Avg Close — Range —
Q2 2022
Shares 2,982 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 3,079 Value ($000) $244 Avg Close — Range —
Q4 2021
Shares 3,197 Value ($000) $258 Avg Close — Range —
Q3 2021
Shares 3,571 Value ($000) $265 Avg Close — Range —
Q2 2021
Shares 3,570 Value ($000) $270 Avg Close — Range —
Q1 2021
Shares 3,505 Value ($000) $256 Avg Close — Range —
Q2 2020
Shares 21,722 Value ($000) $1,124 Avg Close — Range —
Q1 2020
Shares 19,975 Value ($000) $898 Avg Close — Range —
Q4 2019
Shares 19,710 Value ($000) $1,142 Avg Close — Range —