SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

ANGELES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001929170)

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

Q4 2025
Shares 17,463 Value ($000) $479 Avg Close Range
Q3 2025
Shares 17,463 Value ($000) $477 Avg Close Range
Q2 2025
Shares 17,673 Value ($000) $468 Avg Close Range
Q1 2025
Shares 10,500 Value ($000) $294 Avg Close Range
Q4 2024
Shares 10,500 Value ($000) $287 Avg Close Range
Q3 2024
Shares 30 Value ($000) $3 Avg Close Range
Q2 2024
Shares 30 Value ($000) $2 Avg Close Range
Q1 2024
Shares 355 Value ($000) $29 Avg Close Range
Q4 2023
Shares 357 Value ($000) $27 Avg Close Range
Q3 2023
Shares 1,945 Value ($000) $138 Avg Close Range
Q2 2023
Shares 6,835 Value ($000) $496 Avg Close Range
Q1 2023
Shares 6,805 Value ($000) $498 Avg Close Range
Q4 2022
Shares 7,775 Value ($000) $587 Avg Close Range
Q3 2022
Shares 6,480 Value ($000) $430 Avg Close Range
Q2 2022
Shares 6,416 Value ($000) $460 Avg Close Range