SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WealthCare Investment Partners, LLC's Holding History (CIK: 0001908462)

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

Q4 2025
Shares 110,651 Value ($000) $3,068 Avg Close Range
Q3 2025
Shares 132,790 Value ($000) $3,656 Avg Close Range
Q2 2025
Shares 148,141 Value ($000) $4,052 Avg Close Range
Q1 2025
Shares 155,739 Value ($000) $3,898 Avg Close Range
Q4 2024
Shares 164,860 Value ($000) $4,494 Avg Close Range
Q3 2024
Shares 64,193 Value ($000) $5,411 Avg Close Range
Q2 2024
Shares 76,142 Value ($000) $5,921 Avg Close Range
Q1 2024
Shares 83,412 Value ($000) $6,726 Avg Close Range
Q4 2023
Shares 79,195 Value ($000) $6,084 Avg Close Range
Q3 2023
Shares 91,429 Value ($000) $6,416 Avg Close Range
Q2 2023
Shares 93,333 Value ($000) $6,788 Avg Close Range
Q1 2023
Shares 94,722 Value ($000) $6,930 Avg Close Range
Q4 2022
Shares 97,505 Value ($000) $7,365 Avg Close Range
Q3 2022
Shares 83,557 Value ($000) $5,551 Avg Close Range
Q2 2022
Shares 73,032 Value ($000) $5,231 Avg Close Range
Q1 2022
Shares 57,612 Value ($000) $4,560 Avg Close Range
Q4 2021
Shares 39,522 Value ($000) $3,195 Avg Close Range