SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CFS Investment Advisory Services, LLC's Holding History (CIK: 0001845688)

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

Q4 2025
Shares 28,347 Value ($000) $778 Avg Close Range
Q3 2025
Shares 13,804 Value ($000) $373 Avg Close Range
Q2 2023
Shares 4,238 Value ($000) $0 Avg Close Range
Q2 2021
Shares 30,583 Value ($000) $2,313 Avg Close Range