SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 2,053 Value ($000) $56 Avg Close — Range —
Q3 2025
Shares 2,688 Value ($000) $73 Avg Close — Range —
Q2 2025
Shares 2,688 Value ($000) $71 Avg Close — Range —
Q1 2025
Shares 2,688 Value ($000) $75 Avg Close — Range —