SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 22,049 Value ($000) $605 Avg Close Range
Q3 2025
Shares 22,782 Value ($000) $622 Avg Close Range
Q2 2025
Shares 26,005 Value ($000) $689 Avg Close Range
Q1 2025
Shares 36,440 Value ($000) $1,019 Avg Close Range
Q4 2024
Shares 35,853 Value ($000) $979 Avg Close Range
Q3 2024
Shares 12,529 Value ($000) $1,059 Avg Close Range
Q2 2024
Shares 12,738 Value ($000) $990 Avg Close Range
Q1 2024
Shares 13,177 Value ($000) $1,062 Avg Close Range
Q4 2023
Shares 13,044 Value ($000) $993 Avg Close Range
Q3 2023
Shares 11,147 Value ($000) $789 Avg Close Range
Q3 2022
Shares 250 Value ($000) $16 Avg Close Range