SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

True Link Financial Advisors, LLC's Holding History (CIK: 0001846236)

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

Q4 2025
Shares 54,261 Value ($000) $1,488 Avg Close — Range —
Q3 2025
Shares 1,177,029 Value ($000) $32,133 Avg Close — Range —
Q2 2025
Shares 1,164,012 Value ($000) $30,846 Avg Close — Range —
Q1 2025
Shares 1,754,522 Value ($000) $49,056 Avg Close — Range —
Q4 2024
Shares 1,568,525 Value ($000) $42,852 Avg Close — Range —
Q3 2024
Shares 511,519 Value ($000) $43,239 Avg Close — Range —
Q2 2024
Shares 481,262 Value ($000) $37,423 Avg Close — Range —
Q1 2024
Shares 466,355 Value ($000) $37,602 Avg Close — Range —
Q4 2023
Shares 422,667 Value ($000) $32,178 Avg Close — Range —
Q3 2023
Shares 346,912 Value ($000) $24,547 Avg Close — Range —
Q2 2023
Shares 327,045 Value ($000) $23,750 Avg Close — Range —