SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

San Luis Wealth Advisors LLC's Holding History (CIK: 0001844709)

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

Q4 2025
Shares 61,380 Value ($000) $1,684 Avg Close — Range —
Q3 2025
Shares 52,444 Value ($000) $1,432 Avg Close — Range —
Q2 2025
Shares 51,656 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 47,474 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 41,253 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 12,781 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 12,534 Value ($000) $1 Avg Close — Range —