SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Finer Wealth Management, Inc.'s Holding History (CIK: 0001929071)

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

Q4 2025
Shares 8,045 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 9,841 Value ($000) $269 Avg Close — Range —
Q2 2025
Shares 10,834 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 12,790 Value ($000) $358 Avg Close — Range —
Q4 2024
Shares 12,643 Value ($000) $345 Avg Close — Range —
Q3 2024
Shares 4,364 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 4,564 Value ($000) $355 Avg Close — Range —
Q1 2024
Shares 4,346 Value ($000) $350 Avg Close — Range —
Q4 2023
Shares 4,731 Value ($000) $360 Avg Close — Range —
Q3 2023
Shares 4,740 Value ($000) $335 Avg Close — Range —
Q2 2023
Shares 4,344 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 4,727 Value ($000) $346 Avg Close — Range —
Q4 2022
Shares 5,028 Value ($000) $380 Avg Close — Range —
Q3 2022
Shares 5,002 Value ($000) $332 Avg Close — Range —
Q2 2022
Shares 4,787 Value ($000) $343 Avg Close — Range —
Q1 2022
Shares 4,911 Value ($000) $387 Avg Close — Range —
Q4 2021
Shares 5,308 Value ($000) $429 Avg Close — Range —