SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 12,213 Value ($000) $335 Avg Close — Range —
Q3 2025
Shares 12,664 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 16,285 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 15,766 Value ($000) $441 Avg Close — Range —
Q4 2024
Shares 14,640 Value ($000) $400 Avg Close — Range —
Q3 2024
Shares 4,174 Value ($000) $353 Avg Close — Range —
Q2 2024
Shares 3,942 Value ($000) $306 Avg Close — Range —
Q1 2024
Shares 4,812 Value ($000) $388 Avg Close — Range —
Q4 2023
Shares 4,532 Value ($000) $345 Avg Close — Range —
Q3 2023
Shares 5,077 Value ($000) $359 Avg Close — Range —
Q2 2023
Shares 5,247 Value ($000) $381 Avg Close — Range —
Q1 2023
Shares 4,717 Value ($000) $345 Avg Close — Range —
Q1 2021
Shares 953 Value ($000) $69 Avg Close — Range —
Q3 2020
Shares 3,686 Value ($000) $204 Avg Close — Range —