SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 188,076 Value ($000) $5,159 Avg Close — Range —
Q3 2025
Shares 185,794 Value ($000) $5,072 Avg Close — Range —
Q2 2025
Shares 190,652 Value ($000) $5,052 Avg Close — Range —
Q1 2025
Shares 289,923 Value ($000) $8,106 Avg Close — Range —
Q4 2024
Shares 281,106 Value ($000) $7,680 Avg Close — Range —
Q3 2024
Shares 97,408 Value ($000) $8,234 Avg Close — Range —
Q2 2024
Shares 95,433 Value ($000) $7,421 Avg Close — Range —
Q1 2024
Shares 98,673 Value ($000) $7,956 Avg Close — Range —
Q4 2023
Shares 96,063 Value ($000) $7,357 Avg Close — Range —
Q3 2023
Shares 90,764 Value ($000) $6,422 Avg Close — Range —
Q2 2023
Shares 87,395 Value ($000) $6,347 Avg Close — Range —
Q1 2023
Shares 79,475 Value ($000) $5,814 Avg Close — Range —
Q4 2022
Shares 47,808 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 34,545 Value ($000) $2,295 Avg Close — Range —
Q2 2022
Shares 31,764 Value ($000) $2,275 Avg Close — Range —
Q1 2022
Shares 26,437 Value ($000) $2,086 Avg Close — Range —
Q4 2021
Shares 85,807 Value ($000) $6,936 Avg Close — Range —
Q3 2021
Shares 14,120 Value ($000) $1,048 Avg Close — Range —
Q2 2021
Shares 14,787 Value ($000) $1,118 Avg Close — Range —
Q1 2021
Shares 74,360 Value ($000) $5,465 Avg Close — Range —