SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 46,403 Value ($000) $1,273 Avg Close — Range —
Q3 2025
Shares 36,573 Value ($000) $998 Avg Close — Range —
Q2 2025
Shares 24,558 Value ($000) $651 Avg Close — Range —
Q1 2025
Shares 12,883 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 12,483 Value ($000) $341 Avg Close — Range —
Q3 2024
Shares 3,294 Value ($000) $278 Avg Close — Range —
Q3 2023
Shares 10,323 Value ($000) $730 Avg Close — Range —
Q2 2023
Shares 7,614 Value ($000) $553 Avg Close — Range —