SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WIN ADVISORS, INC's Holding History (CIK: 0001897144)

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

Q1 2025
Shares 147,257 Value ($000) $4,117 Avg Close — Range —
Q4 2023
Shares 158,498 Value ($000) $12,066 Avg Close — Range —
Q4 2022
Shares 31 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 165 Value ($000) $11 Avg Close — Range —
Q2 2022
Shares 1,152 Value ($000) $83 Avg Close — Range —
Q1 2022
Shares 225,705 Value ($000) $17,806 Avg Close — Range —
Q4 2021
Shares 82,489 Value ($000) $6,668 Avg Close — Range —