SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 101,284 Value ($000) $2,778 Avg Close — Range —
Q3 2025
Shares 88,892 Value ($000) $2,427 Avg Close — Range —
Q2 2025
Shares 91,709 Value ($000) $2,430 Avg Close — Range —
Q1 2025
Shares 104,025 Value ($000) $2,909 Avg Close — Range —
Q4 2024
Shares 110,598 Value ($000) $3,022 Avg Close — Range —
Q3 2024
Shares 40,575 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 19,353 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 13,540 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 18,738 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 13,523 Value ($000) $1 Avg Close — Range —