SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 79,182 Value ($000) $2,200 Avg Close — Range —
Q3 2025
Shares 78,756 Value ($000) $2,150 Avg Close — Range —
Q2 2025
Shares 84,752 Value ($000) $2,246 Avg Close — Range —
Q1 2025
Shares 83,678 Value ($000) $2,340 Avg Close — Range —
Q4 2024
Shares 88,383 Value ($000) $2,415 Avg Close — Range —
Q3 2024
Shares 29,160 Value ($000) $2,465 Avg Close — Range —
Q2 2024
Shares 29,367 Value ($000) $2,284 Avg Close — Range —
Q1 2024
Shares 31,478 Value ($000) $2,538 Avg Close — Range —
Q4 2023
Shares 32,957 Value ($000) $2,509 Avg Close — Range —
Q3 2023
Shares 30,708 Value ($000) $2,173 Avg Close — Range —
Q2 2023
Shares 8,088 Value ($000) $587 Avg Close — Range —
Q1 2023
Shares 8,487 Value ($000) $621 Avg Close — Range —
Q4 2022
Shares 6,834 Value ($000) $516 Avg Close — Range —
Q3 2022
Shares 8,168 Value ($000) $543 Avg Close — Range —
Q2 2022
Shares 9,101 Value ($000) $652 Avg Close — Range —
Q1 2022
Shares 9,263 Value ($000) $731 Avg Close — Range —
Q4 2021
Shares 5,869 Value ($000) $474 Avg Close — Range —
Q3 2021
Shares 6,323 Value ($000) $469 Avg Close — Range —
Q2 2021
Shares 9,299 Value ($000) $703 Avg Close — Range —
Q4 2020
Shares 4,551 Value ($000) $292 Avg Close — Range —
Q3 2020
Shares 8,596 Value ($000) $475 Avg Close — Range —
Q2 2020
Shares 10,841 Value ($000) $561 Avg Close — Range —
Q1 2020
Shares 10,541 Value ($000) $474 Avg Close — Range —