SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 11,431 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 3,072 Value ($000) $81 Avg Close — Range —
Q1 2025
Shares 4,323 Value ($000) $121 Avg Close — Range —
Q4 2024
Shares 5,904 Value ($000) $161 Avg Close — Range —
Q3 2024
Shares 2,092 Value ($000) $177 Avg Close — Range —
Q2 2024
Shares 4,350 Value ($000) $338 Avg Close — Range —
Q1 2024
Shares 4,691 Value ($000) $378 Avg Close — Range —
Q4 2023
Shares 5,958 Value ($000) $454 Avg Close — Range —
Q3 2023
Shares 6,146 Value ($000) $435 Avg Close — Range —
Q2 2023
Shares 7,900 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 35,040 Value ($000) $2,647 Avg Close — Range —