SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Glass Jacobson Investment Advisors llc's Holding History (CIK: 0001964394)

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

Q4 2025
Shares 37,917 Value ($000) $1,040 Avg Close — Range —
Q3 2025
Shares 39,095 Value ($000) $1,067 Avg Close — Range —
Q2 2025
Shares 40,814 Value ($000) $1,082 Avg Close — Range —
Q1 2025
Shares 49,741 Value ($000) $1,359 Avg Close — Range —
Q4 2024
Shares 49,741 Value ($000) $1,359 Avg Close — Range —
Q3 2024
Shares 17,250 Value ($000) $1,458 Avg Close — Range —
Q2 2024
Shares 12,757 Value ($000) $992 Avg Close — Range —
Q1 2024
Shares 12,730 Value ($000) $1,026 Avg Close — Range —
Q4 2023
Shares 12,777 Value ($000) $973 Avg Close — Range —
Q3 2023
Shares 15,857 Value ($000) $1,122 Avg Close — Range —
Q2 2023
Shares 17,428 Value ($000) $1,266 Avg Close — Range —
Q4 2022
Shares 17,004 Value ($000) $1,284 Avg Close — Range —