SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 43,858 Value ($000) $1,203 Avg Close — Range —
Q3 2025
Shares 43,016 Value ($000) $1,174 Avg Close — Range —
Q2 2025
Shares 42,859 Value ($000) $1,136 Avg Close — Range —
Q1 2025
Shares 41,014 Value ($000) $1,147 Avg Close — Range —
Q4 2024
Shares 39,998 Value ($000) $1,093 Avg Close — Range —
Q3 2024
Shares 14,909 Value ($000) $1,260 Avg Close — Range —
Q2 2024
Shares 15,598 Value ($000) $1,187 Avg Close — Range —
Q1 2024
Shares 14,584 Value ($000) $1,176 Avg Close — Range —
Q4 2023
Shares 15,598 Value ($000) $1,187 Avg Close — Range —
Q3 2023
Shares 16,514 Value ($000) $1,168 Avg Close — Range —
Q2 2023
Shares 16,422 Value ($000) $1,193 Avg Close — Range —
Q1 2023
Shares 16,394 Value ($000) $1,199 Avg Close — Range —
Q4 2022
Shares 16,882 Value ($000) $1,275 Avg Close — Range —