SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

LongView Wealth Management's Holding History (CIK: 0001990190)

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

Q4 2025
Shares 785,876 Value ($000) $22,397 Avg Close Range
Q3 2025
Shares 810,070 Value ($000) $22,115 Avg Close Range
Q2 2025
Shares 819,827 Value ($000) $21,725 Avg Close Range
Q1 2025
Shares 815,541 Value ($000) $22,803 Avg Close Range
Q4 2024
Shares 767,433 Value ($000) $20,966 Avg Close Range
Q3 2024
Shares 219,287 Value ($000) $18,536 Avg Close Range
Q2 2024
Shares 205,328 Value ($000) $15,966 Avg Close Range
Q1 2024
Shares 183,532 Value ($000) $14,798 Avg Close Range
Q4 2023
Shares 175,507 Value ($000) $13,411 Avg Close Range