SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Sage Investment Advisers LLC's Holding History (CIK: 0001925418)

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

Q4 2025
Shares 101,817 Value ($000) $2,793 Avg Close Range
Q3 2024
Shares 19,572 Value ($000) $1,654 Avg Close Range
Q2 2024
Shares 19,122 Value ($000) $1,487 Avg Close Range
Q1 2024
Shares 15,292 Value ($000) $1,233 Avg Close Range
Q4 2023
Shares 10,436 Value ($000) $794 Avg Close Range
Q3 2023
Shares 7,824 Value ($000) $554 Avg Close Range
Q2 2023
Shares 4,672 Value ($000) $339 Avg Close Range