SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BCGM Wealth Management, LLC's Holding History (CIK: 0001830467)

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

Q4 2025
Shares 61,252 Value ($000) $1,680 Avg Close Range
Q3 2025
Shares 68,765 Value ($000) $1,877 Avg Close Range
Q2 2025
Shares 64,434 Value ($000) $1,708 Avg Close Range
Q1 2025
Shares 83,441 Value ($000) $2,333 Avg Close Range
Q4 2024
Shares 91,999 Value ($000) $2,513 Avg Close Range
Q3 2024
Shares 30,933 Value ($000) $2,615 Avg Close Range
Q2 2024
Shares 32,912 Value ($000) $2,559 Avg Close Range
Q1 2024
Shares 36,651 Value ($000) $2,955 Avg Close Range
Q4 2023
Shares 148,254 Value ($000) $11,287 Avg Close Range
Q3 2023
Shares 182,885 Value ($000) $12,941 Avg Close Range
Q2 2023
Shares 185,454 Value ($000) $13,468 Avg Close Range
Q1 2023
Shares 165,357 Value ($000) $12,098 Avg Close Range
Q4 2022
Shares 175,500 Value ($000) $13,257 Avg Close Range
Q3 2022
Shares 173,268 Value ($000) $12,600 Avg Close Range
Q2 2022
Shares 169,585 Value ($000) $12,622 Avg Close Range
Q1 2022
Shares 146,949 Value ($000) $11,115 Avg Close Range
Q4 2021
Shares 75,306 Value ($000) $6,087 Avg Close Range
Q3 2021
Shares 70,825 Value ($000) $5,490 Avg Close Range
Q2 2021
Shares 69,175 Value ($000) $5,265 Avg Close Range
Q1 2021
Shares 63,037 Value ($000) $4,690 Avg Close Range