SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 38,873 Value ($000) $1,066 Avg Close — Range —
Q3 2025
Shares 39,432 Value ($000) $1,076 Avg Close — Range —
Q2 2025
Shares 35,841 Value ($000) $950 Avg Close — Range —
Q1 2025
Shares 40,446 Value ($000) $1,131 Avg Close — Range —
Q4 2024
Shares 39,667 Value ($000) $1,084 Avg Close — Range —
Q3 2024
Shares 13,456 Value ($000) $1,137 Avg Close — Range —
Q2 2024
Shares 13,318 Value ($000) $1,036 Avg Close — Range —
Q1 2024
Shares 12,947 Value ($000) $1,044 Avg Close — Range —
Q4 2023
Shares 12,309 Value ($000) $937 Avg Close — Range —
Q3 2023
Shares 8,420 Value ($000) $596 Avg Close — Range —
Q2 2023
Shares 7,967 Value ($000) $579 Avg Close — Range —
Q1 2023
Shares 8,001 Value ($000) $585 Avg Close — Range —
Q4 2022
Shares 8,129 Value ($000) $614 Avg Close — Range —
Q3 2022
Shares 7,951 Value ($000) $528 Avg Close — Range —
Q2 2022
Shares 7,811 Value ($000) $560 Avg Close — Range —
Q1 2022
Shares 7,714 Value ($000) $609,000 Avg Close — Range —
Q4 2021
Shares 8,764 Value ($000) $708,000 Avg Close — Range —
Q3 2021
Shares 8,883 Value ($000) $661 Avg Close — Range —
Q2 2021
Shares 8,873 Value ($000) $670 Avg Close — Range —
Q1 2021
Shares 8,868 Value ($000) $647 Avg Close — Range —
Q4 2020
Shares 9,279 Value ($000) $595 Avg Close — Range —
Q3 2020
Shares 7,952 Value ($000) $440 Avg Close — Range —