SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

1620 INVESTMENT ADVISORS, INC.'s Holding History (CIK: 0001907281)

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

Q4 2025
Shares 13,822 Value ($000) $379 Avg Close — Range —
Q3 2025
Shares 15,880 Value ($000) $434 Avg Close — Range —
Q2 2025
Shares 7,878 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 7,876 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 7,874 Value ($000) $215 Avg Close — Range —
Q3 2024
Shares 2,249 Value ($000) $190 Avg Close — Range —
Q2 2024
Shares 2,248 Value ($000) $175 Avg Close — Range —