SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 101,424 Value ($000) $2,782 Avg Close — Range —
Q3 2025
Shares 100,839 Value ($000) $2,753 Avg Close — Range —
Q2 2025
Shares 100,149 Value ($000) $2,654 Avg Close — Range —
Q1 2025
Shares 94,333 Value ($000) $2,638 Avg Close — Range —
Q4 2024
Shares 93,830 Value ($000) $2,563 Avg Close — Range —
Q3 2024
Shares 30,773 Value ($000) $2,601 Avg Close — Range —
Q2 2024
Shares 30,344 Value ($000) $2,360 Avg Close — Range —
Q1 2024
Shares 30,612 Value ($000) $2,468 Avg Close — Range —
Q4 2023
Shares 30,367 Value ($000) $2,312 Avg Close — Range —
Q3 2023
Shares 31,600 Value ($000) $2,236 Avg Close — Range —
Q2 2023
Shares 30,168 Value ($000) $2,191 Avg Close — Range —
Q1 2023
Shares 28,208 Value ($000) $2,064 Avg Close — Range —
Q4 2022
Shares 23,144 Value ($000) $1,748 Avg Close — Range —
Q3 2022
Shares 19,787 Value ($000) $1,314 Avg Close — Range —
Q2 2022
Shares 15,211 Value ($000) $1,090 Avg Close — Range —
Q1 2022
Shares 15,988 Value ($000) $1,261 Avg Close — Range —
Q4 2021
Shares 16,808 Value ($000) $1,359 Avg Close — Range —
Q3 2021
Shares 14,574 Value ($000) $1,082 Avg Close — Range —
Q2 2021
Shares 13,471 Value ($000) $1,019 Avg Close — Range —
Q1 2021
Shares 10,797 Value ($000) $787 Avg Close — Range —
Q4 2020
Shares 8,047 Value ($000) $516 Avg Close — Range —
Q3 2020
Shares 6,197 Value ($000) $343 Avg Close — Range —
Q2 2020
Shares 4,723 Value ($000) $247 Avg Close — Range —
Q1 2020
Shares 5,596 Value ($000) $252 Avg Close — Range —
Q4 2019
Shares 4,471 Value ($000) $259 Avg Close — Range —