SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Altus Wealth Group LLC's Holding History (CIK: 0001842572)

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

Q4 2025
Shares 39,263 Value ($000) $1,077 Avg Close — Range —
Q3 2025
Shares 51,029 Value ($000) $1,393 Avg Close — Range —
Q2 2025
Shares 53,828 Value ($000) $1,426 Avg Close — Range —
Q1 2025
Shares 49,098 Value ($000) $1,373 Avg Close — Range —
Q4 2024
Shares 44,227 Value ($000) $1,208 Avg Close — Range —
Q3 2024
Shares 13,756 Value ($000) $1,163 Avg Close — Range —
Q2 2024
Shares 13,192 Value ($000) $1,026 Avg Close — Range —
Q1 2024
Shares 11,597 Value ($000) $935 Avg Close — Range —
Q4 2023
Shares 11,146 Value ($000) $849 Avg Close — Range —
Q3 2023
Shares 11,985 Value ($000) $848 Avg Close — Range —
Q2 2023
Shares 11,796 Value ($000) $857 Avg Close — Range —
Q1 2023
Shares 10,877 Value ($000) $796 Avg Close — Range —
Q4 2022
Shares 10,877 Value ($000) $822 Avg Close — Range —
Q1 2022
Shares 3,201 Value ($000) $253 Avg Close — Range —
Q1 2021
Shares 306 Value ($000) $23 Avg Close — Range —
Q4 2020
Shares 306 Value ($000) $20 Avg Close — Range —