SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Ulland Investment Advisors, LLC's Holding History (CIK: 0001911497)

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

Q4 2025
Shares 36 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 7,658 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 7,584 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 7,546 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 36 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 12 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1,192 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,195 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,592 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,927 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,727 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,527 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,415 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,485 Value ($000) $232 Avg Close — Range —
Q2 2022
Shares 3,485 Value ($000) $250 Avg Close — Range —
Q1 2022
Shares 5,815 Value ($000) $459 Avg Close — Range —
Q4 2021
Shares 11,685 Value ($000) $944 Avg Close — Range —