SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Insight Advisors, LLC/ PA's Holding History (CIK: 0001844880)

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

Q4 2025
Shares 209,513 Value ($000) $5,747 Avg Close Range
Q3 2025
Shares 212,147 Value ($000) $5,792 Avg Close Range
Q2 2025
Shares 209,795 Value ($000) $5,560 Avg Close Range
Q1 2025
Shares 194,197 Value ($000) $5,430 Avg Close Range
Q4 2024
Shares 168,054 Value ($000) $4,576 Avg Close Range
Q3 2024
Shares 48,862 Value ($000) $4,130 Avg Close Range
Q2 2024
Shares 40,676 Value ($000) $3,163 Avg Close Range
Q1 2024
Shares 27,309 Value ($000) $2,202 Avg Close Range
Q4 2023
Shares 10,939 Value ($000) $833 Avg Close Range
Q3 2023
Shares 7,356 Value ($000) $521 Avg Close Range
Q2 2023
Shares 6,196 Value ($000) $450 Avg Close Range
Q1 2023
Shares 5,335 Value ($000) $390 Avg Close Range