SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Bellwether Advisors, LLC's Holding History (CIK: 0001819815)

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

Q2 2025
Shares 3,720 Value ($000) $99 Avg Close — Range —
Q1 2025
Shares 3,720 Value ($000) $104 Avg Close — Range —
Q4 2024
Shares 3,720 Value ($000) $102 Avg Close — Range —
Q1 2023
Shares 401 Value ($000) $29 Avg Close — Range —
Q4 2022
Shares 401 Value ($000) $30 Avg Close — Range —
Q3 2022
Shares 401 Value ($000) $26 Avg Close — Range —
Q2 2022
Shares 401 Value ($000) $28 Avg Close — Range —
Q1 2022
Shares 499 Value ($000) $39 Avg Close — Range —
Q4 2021
Shares 499 Value ($000) $40 Avg Close — Range —
Q3 2021
Shares 499 Value ($000) $37 Avg Close — Range —
Q2 2021
Shares 98 Value ($000) $7 Avg Close — Range —
Q1 2021
Shares 98 Value ($000) $7 Avg Close — Range —
Q4 2020
Shares 98 Value ($000) $6 Avg Close — Range —