SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Disciplined Investments, LLC's Holding History (CIK: 0001812492)

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

Q1 2024
Shares 5,201 Value ($000) $419 Avg Close Range
Q4 2023
Shares 5,201 Value ($000) $396 Avg Close Range
Q3 2023
Shares 5,201 Value ($000) $368 Avg Close Range
Q2 2023
Shares 5,107 Value ($000) $371 Avg Close Range
Q1 2023
Shares 4,018 Value ($000) $294 Avg Close Range
Q4 2022
Shares 4,782 Value ($000) $361 Avg Close Range
Q3 2022
Shares 3,755 Value ($000) $249 Avg Close Range
Q2 2022
Shares 3,720 Value ($000) $266 Avg Close Range
Q1 2022
Shares 3,684 Value ($000) $291 Avg Close Range
Q4 2021
Shares 3,661 Value ($000) $296 Avg Close Range
Q3 2021
Shares 3,632 Value ($000) $270 Avg Close Range
Q2 2021
Shares 3,604 Value ($000) $273 Avg Close Range
Q1 2021
Shares 3,579 Value ($000) $261 Avg Close Range
Q4 2020
Shares 3,554 Value ($000) $228 Avg Close Range
Q3 2020
Shares 3,521 Value ($000) $195 Avg Close Range
Q2 2020
Shares 3,486 Value ($000) $180 Avg Close Range
Q1 2020
Shares 3,457 Value ($000) $156 Avg Close Range
Q4 2019
Shares 446 Value ($000) $26 Avg Close Range