SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q4 2025
Shares 1,061,955 Value ($000) $29,129 Avg Close — Range —
Q3 2025
Shares 1,036,120 Value ($000) $28,286 Avg Close — Range —
Q2 2025
Shares 982,022 Value ($000) $26,024 Avg Close — Range —
Q1 2025
Shares 941,678 Value ($000) $26,329 Avg Close — Range —
Q4 2024
Shares 874,273 Value ($000) $23,885 Avg Close — Range —
Q3 2024
Shares 286,404 Value ($000) $24,210 Avg Close — Range —
Q2 2024
Shares 313,121 Value ($000) $24,348 Avg Close — Range —
Q1 2024
Shares 302,292 Value ($000) $24,374 Avg Close — Range —
Q4 2023
Shares 296,085 Value ($000) $22,541 Avg Close — Range —
Q3 2023
Shares 286,008 Value ($000) $20,238 Avg Close — Range —
Q2 2023
Shares 268,092 Value ($000) $19,469 Avg Close — Range —
Q1 2023
Shares 255,260 Value ($000) $18,675 Avg Close — Range —
Q4 2022
Shares 338,232 Value ($000) $25,550 Avg Close — Range —
Q3 2022
Shares 327,475 Value ($000) $21,754 Avg Close — Range —
Q2 2022
Shares 331,607 Value ($000) $23,753 Avg Close — Range —
Q1 2022
Shares 322,819 Value ($000) $25,467 Avg Close — Range —
Q4 2021
Shares 309,641 Value ($000) $25,028 Avg Close — Range —
Q3 2021
Shares 296,552 Value ($000) $22,016 Avg Close — Range —
Q2 2021
Shares 289,440 Value ($000) $21,887 Avg Close — Range —
Q1 2021
Shares 306,956 Value ($000) $22,383 Avg Close — Range —
Q4 2020
Shares 229,195 Value ($000) $14,701 Avg Close — Range —
Q3 2020
Shares 225,591 Value ($000) $13,858 Avg Close — Range —
Q2 2020
Shares 215,323 Value ($000) $11,143 Avg Close — Range —
Q1 2020
Shares 272,859 Value ($000) $12,273 Avg Close — Range —