SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 52,515 Value ($000) $1,440 Avg Close — Range —
Q3 2025
Shares 52,230 Value ($000) $1,426 Avg Close — Range —
Q2 2025
Shares 54,861 Value ($000) $1,454 Avg Close — Range —
Q1 2025
Shares 48,637 Value ($000) $1,360 Avg Close — Range —
Q4 2024
Shares 48,022 Value ($000) $1,312 Avg Close — Range —
Q3 2024
Shares 15,767 Value ($000) $1,333 Avg Close — Range —
Q2 2024
Shares 15,492 Value ($000) $1,205 Avg Close — Range —
Q1 2024
Shares 15,422 Value ($000) $1,243 Avg Close — Range —
Q4 2023
Shares 12,289 Value ($000) $936 Avg Close — Range —
Q3 2023
Shares 12,340 Value ($000) $873 Avg Close — Range —
Q2 2023
Shares 12,428 Value ($000) $903 Avg Close — Range —
Q1 2023
Shares 3,042 Value ($000) $223 Avg Close — Range —
Q4 2022
Shares 2,982 Value ($000) $225 Avg Close — Range —
Q2 2022
Shares 2,982 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 2,983 Value ($000) $235 Avg Close — Range —
Q4 2021
Shares 3,636 Value ($000) $294 Avg Close — Range —