SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 322,117 Value ($000) $8,836 Avg Close — Range —
Q3 2025
Shares 282,121 Value ($000) $7,702 Avg Close — Range —
Q2 2025
Shares 56,270 Value ($000) $1,491 Avg Close — Range —
Q1 2025
Shares 63,004 Value ($000) $1,761 Avg Close — Range —
Q4 2024
Shares 68,558 Value ($000) $1,873 Avg Close — Range —
Q3 2024
Shares 96,754 Value ($000) $8,178 Avg Close — Range —
Q2 2024
Shares 19,053 Value ($000) $1,482 Avg Close — Range —
Q1 2024
Shares 16,711 Value ($000) $1,347 Avg Close — Range —
Q4 2023
Shares 16,965 Value ($000) $1,292 Avg Close — Range —
Q3 2023
Shares 13,492 Value ($000) $955 Avg Close — Range —