SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

INSIGNEO ADVISORY SERVICES, LLC's Holding History (CIK: 0001964958)

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

Q4 2025
Shares 149,704 Value ($000) $4,106 Avg Close — Range —
Q3 2025
Shares 177,849 Value ($000) $4,855 Avg Close — Range —
Q2 2025
Shares 173,419 Value ($000) $4,596 Avg Close — Range —
Q1 2025
Shares 175,114 Value ($000) $4,896 Avg Close — Range —
Q4 2024
Shares 155,006 Value ($000) $4,235 Avg Close — Range —
Q3 2024
Shares 40,184 Value ($000) $3,397 Avg Close — Range —
Q2 2024
Shares 36,531 Value ($000) $2,885 Avg Close — Range —
Q1 2024
Shares 28,622 Value ($000) $2,308 Avg Close — Range —
Q4 2023
Shares 19,448 Value ($000) $1,481 Avg Close — Range —
Q3 2023
Shares 19,298 Value ($000) $1,366 Avg Close — Range —
Q2 2023
Shares 19,367 Value ($000) $1,406 Avg Close — Range —
Q1 2023
Shares 15,814 Value ($000) $1,157 Avg Close — Range —
Q4 2022
Shares 11,386 Value ($000) $860 Avg Close — Range —