SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Weitzel Financial Services, Inc.'s Holding History (CIK: 0001846789)

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

Q4 2025
Shares 657,547 Value ($000) $18,234 Avg Close — Range —
Q3 2025
Shares 630,033 Value ($000) $16,809 Avg Close — Range —
Q2 2025
Shares 609,545 Value ($000) $16,314 Avg Close — Range —
Q1 2025
Shares 594,173 Value ($000) $15,882 Avg Close — Range —
Q4 2024
Shares 600,291 Value ($000) $16,499 Avg Close — Range —
Q3 2024
Shares 192,067 Value ($000) $16,176 Avg Close — Range —
Q2 2024
Shares 184,835 Value ($000) $14,308 Avg Close — Range —
Q1 2024
Shares 180,995 Value ($000) $14,498 Avg Close — Range —
Q4 2023
Shares 162,636 Value ($000) $12,516 Avg Close — Range —
Q3 2023
Shares 159,851 Value ($000) $11,093 Avg Close — Range —
Q2 2023
Shares 9,134 Value ($000) $663 Avg Close — Range —
Q1 2023
Shares 3,140 Value ($000) $231 Avg Close — Range —