SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Safeguard Investment Advisory Group, LLC's Holding History (CIK: 0001846711)

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

Q4 2025
Shares 101,724 Value ($000) $2,790 Avg Close Range
Q3 2025
Shares 104,934 Value ($000) $2,865 Avg Close Range
Q2 2025
Shares 122,287 Value ($000) $3,241 Avg Close Range
Q1 2025
Shares 126,430 Value ($000) $3,535 Avg Close Range
Q4 2024
Shares 83,930 Value ($000) $2,293 Avg Close Range
Q3 2024
Shares 3,077 Value ($000) $260 Avg Close Range
Q2 2024
Shares 3,026 Value ($000) $235 Avg Close Range
Q1 2024
Shares 3,026 Value ($000) $244 Avg Close Range
Q4 2020
Shares 1,339 Value ($000) $85 Avg Close Range