SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CAPITAL PERFORMANCE ADVISORS LLP's Holding History (CIK: 0001905663)

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

Q4 2025
Shares 14,843 Value ($000) $407 Avg Close — Range —
Q3 2024
Shares 280 Value ($000) $24 Avg Close — Range —
Q2 2024
Shares 4,252 Value ($000) $331 Avg Close — Range —