SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SK Wealth Management, LLC's Holding History (CIK: 0001867958)

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

Q4 2025
Shares 11,589 Value ($000) $340 Avg Close Range
Q3 2025
Shares 11,771 Value ($000) $318 Avg Close Range
Q2 2025
Shares 12,043 Value ($000) $329 Avg Close Range
Q1 2025
Shares 11,920 Value ($000) $298 Avg Close Range
Q4 2024
Shares 15,927 Value ($000) $435 Avg Close Range
Q3 2024
Shares 16,072 Value ($000) $441 Avg Close Range