SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

OLIO Financial Planning's Holding History (CIK: 0001906766)

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

Q4 2025
Shares 159,440 Value ($000) $4,373 Avg Close — Range —
Q3 2025
Shares 158,540 Value ($000) $4,328 Avg Close — Range —
Q2 2025
Shares 154,670 Value ($000) $4,099 Avg Close — Range —
Q1 2025
Shares 169,399 Value ($000) $4,736 Avg Close — Range —
Q4 2024
Shares 164,378 Value ($000) $4,491 Avg Close — Range —
Q3 2024
Shares 51,453 Value ($000) $3,927 Avg Close — Range —
Q2 2024
Shares 51,453 Value ($000) $3,927 Avg Close — Range —
Q1 2024
Shares 51,453 Value ($000) $3,927 Avg Close — Range —
Q4 2023
Shares 51,453 Value ($000) $3,927 Avg Close — Range —
Q3 2023
Shares 49,682 Value ($000) $3,515 Avg Close — Range —
Q2 2023
Shares 49,322 Value ($000) $3,582 Avg Close — Range —
Q1 2023
Shares 39,854 Value ($000) $2,916 Avg Close — Range —
Q4 2022
Shares 32,457 Value ($000) $2,452 Avg Close — Range —
Q3 2022
Shares 31,183 Value ($000) $2,071 Avg Close — Range —
Q2 2022
Shares 22,113 Value ($000) $1,584 Avg Close — Range —
Q1 2022
Shares 16,484 Value ($000) $1,300 Avg Close — Range —
Q4 2021
Shares 6,325 Value ($000) $511 Avg Close — Range —