SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 99,717 Value ($000) $2,782 Avg Close — Range —
Q3 2025
Shares 94,758 Value ($000) $2,585 Avg Close — Range —
Q2 2025
Shares 92,013 Value ($000) $2,511 Avg Close — Range —
Q1 2025
Shares 96,852 Value ($000) $2,450 Avg Close — Range —
Q4 2024
Shares 90,965 Value ($000) $2,457 Avg Close — Range —
Q3 2024
Shares 23,409 Value ($000) $1,973 Avg Close — Range —
Q2 2024
Shares 22,293 Value ($000) $1,775 Avg Close — Range —
Q1 2024
Shares 18,451 Value ($000) $1,468 Avg Close — Range —
Q4 2023
Shares 18,897 Value ($000) $1,452 Avg Close — Range —
Q3 2023
Shares 18,056 Value ($000) $1,271 Avg Close — Range —
Q2 2023
Shares 17,603 Value ($000) $1,292 Avg Close — Range —
Q1 2023
Shares 15,429 Value ($000) $1,130 Avg Close — Range —
Q4 2022
Shares 23,944 Value ($000) $1,859 Avg Close — Range —
Q3 2022
Shares 12,098 Value ($000) $804 Avg Close — Range —
Q2 2022
Shares 12,096 Value ($000) $866 Avg Close — Range —
Q1 2022
Shares 9,037 Value ($000) $717 Avg Close — Range —
Q4 2021
Shares 4,445 Value ($000) $364 Avg Close — Range —