SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Onyx Bridge Wealth Group LLC's Holding History (CIK: 0001819476)

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

Q4 2025
Shares 176,749 Value ($000) $4,848 Avg Close Range
Q3 2025
Shares 540,026 Value ($000) $14,743 Avg Close Range
Q2 2025
Shares 531,329 Value ($000) $14,080 Avg Close Range
Q1 2025
Shares 515,570 Value ($000) $14,415 Avg Close Range
Q4 2024
Shares 477,308 Value ($000) $13,040 Avg Close Range
Q3 2024
Shares 141,930 Value ($000) $11,997 Avg Close Range
Q2 2024
Shares 129,739 Value ($000) $10,089 Avg Close Range
Q1 2024
Shares 112,343 Value ($000) $8,704 Avg Close Range
Q4 2023
Shares 72,939 Value ($000) $5,553 Avg Close Range
Q3 2023
Shares 59,159 Value ($000) $4,186 Avg Close Range
Q2 2023
Shares 37,480 Value ($000) $2,722 Avg Close Range