SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Curran Financial Partners, LLC's Holding History (CIK: 0001843867)

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

Q4 2025
Shares 1,297,379 Value ($000) $35,587 Avg Close — Range —
Q3 2025
Shares 1,197,392 Value ($000) $32,689 Avg Close — Range —
Q2 2025
Shares 1,083,885 Value ($000) $28,723 Avg Close — Range —
Q1 2025
Shares 1,006,727 Value ($000) $28,148 Avg Close — Range —
Q4 2024
Shares 916,153 Value ($000) $25,029 Avg Close — Range —
Q3 2024
Shares 279,212 Value ($000) $23,602 Avg Close — Range —
Q2 2024
Shares 264,366 Value ($000) $20,557 Avg Close — Range —
Q1 2024
Shares 255,459 Value ($000) $20,598 Avg Close — Range —
Q4 2023
Shares 250,412 Value ($000) $19,131 Avg Close — Range —
Q3 2023
Shares 239,570 Value ($000) $16,952 Avg Close — Range —
Q2 2023
Shares 229,255 Value ($000) $16,649 Avg Close — Range —
Q1 2023
Shares 212,336 Value ($000) $15,535 Avg Close — Range —
Q4 2022
Shares 186,053 Value ($000) $14,054 Avg Close — Range —
Q3 2022
Shares 161,597 Value ($000) $10,735 Avg Close — Range —
Q2 2022
Shares 88,163 Value ($000) $6,315 Avg Close — Range —
Q1 2022
Shares 56,192 Value ($000) $4,433 Avg Close — Range —
Q4 2021
Shares 25,777 Value ($000) $2,084 Avg Close — Range —