SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Coastwise Capital Group, LLC's Holding History (CIK: 0001934500)

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

Q4 2025
Shares 451,277 Value ($000) $12,379 Avg Close — Range —
Q3 2025
Shares 433,509 Value ($000) $11,835 Avg Close — Range —
Q2 2025
Shares 412,070 Value ($000) $10,920 Avg Close — Range —
Q1 2025
Shares 381,752 Value ($000) $10,674 Avg Close — Range —
Q4 2024
Shares 341,665 Value ($000) $9,334 Avg Close — Range —
Q3 2024
Shares 118,991 Value ($000) $10,058 Avg Close — Range —
Q2 2024
Shares 113,330 Value ($000) $8,813 Avg Close — Range —
Q1 2024
Shares 117,005 Value ($000) $9,434 Avg Close — Range —
Q4 2023
Shares 113,653 Value ($000) $8,652 Avg Close — Range —
Q3 2023
Shares 106,766 Value ($000) $7,555 Avg Close — Range —
Q2 2023
Shares 99,366 Value ($000) $7,216 Avg Close — Range —
Q1 2023
Shares 75,123 Value ($000) $5,496 Avg Close — Range —
Q4 2022
Shares 67,605 Value ($000) $5,107 Avg Close — Range —
Q3 2022
Shares 60,135 Value ($000) $3,995 Avg Close — Range —
Q2 2022
Shares 59,546 Value ($000) $4,265 Avg Close — Range —
Q1 2022
Shares 53,205 Value ($000) $4,197 Avg Close — Range —