SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Investment Advisory Group, LLC's Holding History (CIK: 0001910273)

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

Q4 2025
Shares 102,129 Value ($000) $2,801 Avg Close — Range —
Q3 2025
Shares 119,445 Value ($000) $3,261 Avg Close — Range —
Q2 2025
Shares 118,634 Value ($000) $3,144 Avg Close — Range —
Q1 2025
Shares 106,004 Value ($000) $2,964 Avg Close — Range —
Q4 2024
Shares 89,864 Value ($000) $2,455 Avg Close — Range —
Q3 2024
Shares 24,684 Value ($000) $2,087 Avg Close — Range —
Q2 2024
Shares 23,167 Value ($000) $1,801 Avg Close — Range —
Q1 2024
Shares 23,523 Value ($000) $1,897 Avg Close — Range —
Q4 2023
Shares 24,165 Value ($000) $1,840 Avg Close — Range —
Q3 2023
Shares 24,837 Value ($000) $1,757 Avg Close — Range —
Q2 2023
Shares 25,429 Value ($000) $1,847 Avg Close — Range —
Q1 2023
Shares 24,206 Value ($000) $1,771 Avg Close — Range —
Q4 2022
Shares 15,840 Value ($000) $1,197 Avg Close — Range —
Q3 2022
Shares 8,171 Value ($000) $543 Avg Close — Range —
Q2 2022
Shares 7,177 Value ($000) $514 Avg Close — Range —
Q1 2022
Shares 7,148 Value ($000) $562 Avg Close — Range —
Q4 2021
Shares 7,146 Value ($000) $560 Avg Close — Range —