SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

ADAMSBROWN WEALTH CONSULTANTS LLC's Holding History (CIK: 0001911244)

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

Q4 2025
Shares 452,880 Value ($000) $12,422 Avg Close Range
Q3 2025
Shares 484,373 Value ($000) $13,223 Avg Close Range
Q2 2025
Shares 1,131,527 Value ($000) $29,985 Avg Close Range
Q1 2025
Shares 1,607,111 Value ($000) $44,935 Avg Close Range
Q4 2024
Shares 1,533,215 Value ($000) $41,887 Avg Close Range
Q3 2024
Shares 503,303 Value ($000) $42,544 Avg Close Range
Q2 2024
Shares 479,299 Value ($000) $37,270 Avg Close Range
Q1 2024
Shares 463,347 Value ($000) $37,360 Avg Close Range
Q4 2023
Shares 427,518 Value ($000) $32,547 Avg Close Range
Q3 2023
Shares 413,143 Value ($000) $29,234 Avg Close Range
Q2 2023
Shares 416,865 Value ($000) $30,273 Avg Close Range
Q1 2023
Shares 391,281 Value ($000) $28,626 Avg Close Range
Q4 2022
Shares 346,596 Value ($000) $26,182 Avg Close Range
Q3 2022
Shares 301,060 Value ($000) $19,999 Avg Close Range
Q2 2022
Shares 278,718 Value ($000) $19,965 Avg Close Range
Q1 2022
Shares 238,826 Value ($000) $18,841 Avg Close Range
Q4 2021
Shares 202,528 Value ($000) $16,370 Avg Close Range