SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holding History (CIK: 0001906227)

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

Q4 2025
Shares 18,548 Value ($000) $509 Avg Close — Range —
Q3 2025
Shares 18,364 Value ($000) $501 Avg Close — Range —
Q2 2025
Shares 18,189 Value ($000) $482 Avg Close — Range —
Q1 2025
Shares 17,852 Value ($000) $488 Avg Close — Range —
Q4 2024
Shares 5,895 Value ($000) $498 Avg Close — Range —
Q3 2024
Shares 5,782 Value ($000) $450 Avg Close — Range —
Q2 2024
Shares 5,782 Value ($000) $466 Avg Close — Range —
Q1 2024
Shares 5,782 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 6,738 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 6,680 Value ($000) $473 Avg Close — Range —
Q2 2023
Shares 6,628 Value ($000) $481 Avg Close — Range —
Q1 2023
Shares 6,576 Value ($000) $481 Avg Close — Range —
Q4 2022
Shares 6,530 Value ($000) $493 Avg Close — Range —
Q3 2022
Shares 6,480 Value ($000) $430 Avg Close — Range —
Q1 2022
Shares 5,343 Value ($000) $432 Avg Close — Range —