SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

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

Q4 2025
Shares 206,758 Value ($000) $5,671 Avg Close — Range —
Q3 2025
Shares 199,738 Value ($000) $5,453 Avg Close — Range —
Q2 2025
Shares 184,748 Value ($000) $4,896 Avg Close — Range —
Q1 2025
Shares 194,239 Value ($000) $5,431 Avg Close — Range —
Q4 2024
Shares 185,393 Value ($000) $5,065 Avg Close — Range —
Q3 2024
Shares 59,829 Value ($000) $5,057 Avg Close — Range —
Q2 2024
Shares 52,053 Value ($000) $4,048 Avg Close — Range —
Q1 2024
Shares 40,181 Value ($000) $3,240 Avg Close — Range —
Q4 2023
Shares 33,635 Value ($000) $2,561 Avg Close — Range —
Q3 2023
Shares 25,105 Value ($000) $1,776 Avg Close — Range —
Q2 2023
Shares 21,130 Value ($000) $1,534 Avg Close — Range —
Q1 2023
Shares 9,263 Value ($000) $678 Avg Close — Range —
Q4 2020
Shares 1,019 Value ($000) $65 Avg Close — Range —