SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Stephens Consulting, LLC's Holding History (CIK: 0001961632)

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

Q2 2025
Shares 2,704 Value ($000) $72 Avg Close — Range —
Q1 2025
Shares 3,430 Value ($000) $96 Avg Close — Range —
Q4 2024
Shares 13,323 Value ($000) $364 Avg Close — Range —
Q3 2024
Shares 8,128 Value ($000) $687 Avg Close — Range —
Q2 2024
Shares 8,929 Value ($000) $694 Avg Close — Range —
Q1 2024
Shares 10,228 Value ($000) $825 Avg Close — Range —
Q4 2023
Shares 10,404 Value ($000) $792 Avg Close — Range —
Q3 2023
Shares 10,865 Value ($000) $769 Avg Close — Range —
Q2 2023
Shares 14,053 Value ($000) $1,021 Avg Close — Range —
Q1 2023
Shares 19,568 Value ($000) $1,432 Avg Close — Range —