SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Scott Capital Advisors, LLC's Holding History (CIK: 0001905673)

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

Q4 2025
Shares 1,764,850 Value ($000) $48,410 Avg Close Range
Q3 2025
Shares 1,883,413 Value ($000) $51,191 Avg Close Range
Q2 2025
Shares 1,817,992 Value ($000) $49,613 Avg Close Range
Q1 2025
Shares 1,729,624 Value ($000) $48,360 Avg Close Range
Q4 2024
Shares 1,686,234 Value ($000) $46,034 Avg Close Range
Q3 2024
Shares 556,024 Value ($000) $47,001 Avg Close Range
Q2 2024
Shares 519,106 Value ($000) $40,028 Avg Close Range
Q1 2024
Shares 511,249 Value ($000) $40,670 Avg Close Range
Q4 2023
Shares 495,641 Value ($000) $37,733 Avg Close Range
Q3 2023
Shares 497,678 Value ($000) $35,410 Avg Close Range
Q2 2023
Shares 452,530 Value ($000) $32,863 Avg Close Range
Q1 2023
Shares 431,152 Value ($000) $31,543 Avg Close Range
Q4 2022
Shares 423,341 Value ($000) $31,979 Avg Close Range
Q3 2022
Shares 407,285 Value ($000) $27,056 Avg Close Range
Q2 2022
Shares 388,153 Value ($000) $27,803 Avg Close Range
Q1 2022
Shares 376,954 Value ($000) $29,738 Avg Close Range
Q4 2021
Shares 322,036 Value ($000) $26,030 Avg Close Range