SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

McCarthy Asset Management, Inc.'s Holding History (CIK: 0001843169)

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

Q4 2025
Shares 816,140 Value ($000) $22,387 Avg Close — Range —
Q3 2025
Shares 843,223 Value ($000) $23,020 Avg Close — Range —
Q2 2025
Shares 842,718 Value ($000) $22,332 Avg Close — Range —
Q1 2025
Shares 882,306 Value ($000) $24,669 Avg Close — Range —
Q4 2024
Shares 885,426 Value ($000) $24,190 Avg Close — Range —
Q3 2024
Shares 305,366 Value ($000) $25,813 Avg Close — Range —
Q2 2024
Shares 300,761 Value ($000) $23,387 Avg Close — Range —
Q1 2024
Shares 304,151 Value ($000) $24,524 Avg Close — Range —
Q4 2023
Shares 304,770 Value ($000) $23,202 Avg Close — Range —
Q3 2023
Shares 303,544 Value ($000) $21,479 Avg Close — Range —
Q2 2023
Shares 309,551 Value ($000) $22,480 Avg Close — Range —
Q1 2023
Shares 350,461 Value ($000) $25,640 Avg Close — Range —
Q4 2022
Shares 351,702 Value ($000) $26,568 Avg Close — Range —
Q3 2022
Shares 351,003 Value ($000) $23,317 Avg Close — Range —
Q2 2022
Shares 309,690 Value ($000) $22,183 Avg Close — Range —
Q1 2022
Shares 307,764 Value ($000) $24,279 Avg Close — Range —
Q4 2021
Shares 303,827 Value ($000) $24,552 Avg Close — Range —
Q3 2021
Shares 298,174 Value ($000) $22,136 Avg Close — Range —
Q2 2021
Shares 298,419 Value ($000) $22,566 Avg Close — Range —
Q1 2021
Shares 289,767 Value ($000) $21,130 Avg Close — Range —
Q4 2020
Shares 281,693 Value ($000) $18,068 Avg Close — Range —