SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Key Client Fiduciary Advisors, LLC's Holding History (CIK: 0001912612)

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

Q4 2025
Shares 22,611 Value ($000) $620 Avg Close — Range —
Q1 2024
Shares 7,479 Value ($000) $603 Avg Close — Range —
Q4 2023
Shares 7,690 Value ($000) $585 Avg Close — Range —
Q3 2023
Shares 7,787 Value ($000) $551 Avg Close — Range —
Q2 2023
Shares 5,737 Value ($000) $417 Avg Close — Range —
Q1 2023
Shares 5,562 Value ($000) $407 Avg Close — Range —
Q4 2022
Shares 4,521 Value ($000) $342 Avg Close — Range —
Q3 2022
Shares 5,385 Value ($000) $358 Avg Close — Range —
Q2 2022
Shares 4,779 Value ($000) $342 Avg Close — Range —
Q1 2022
Shares 5,247 Value ($000) $414 Avg Close — Range —
Q4 2021
Shares 4,318 Value ($000) $349 Avg Close — Range —