SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q3 2024
Shares 4,399 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 4,739 Value ($000) $368 Avg Close — Range —
Q1 2024
Shares 4,864 Value ($000) $392 Avg Close — Range —
Q4 2023
Shares 5,179 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 5,500 Value ($000) $389 Avg Close — Range —
Q2 2023
Shares 6,427 Value ($000) $467 Avg Close — Range —
Q1 2023
Shares 7,495 Value ($000) $548 Avg Close — Range —
Q4 2022
Shares 4,399 Value ($000) $332 Avg Close — Range —
Q3 2022
Shares 3,989 Value ($000) $265 Avg Close — Range —
Q2 2022
Shares 4,862 Value ($000) $348 Avg Close — Range —
Q1 2022
Shares 3,963 Value ($000) $313 Avg Close — Range —
Q4 2021
Shares 3,490 Value ($000) $282 Avg Close — Range —