SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Savvy Advisors, Inc.'s Holding History (CIK: 0002003633)

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

Q4 2025
Shares 410,392 Value ($000) $11,257 Avg Close — Range —
Q3 2025
Shares 307,199 Value ($000) $8,387 Avg Close — Range —
Q2 2025
Shares 314,912 Value ($000) $8,345 Avg Close — Range —
Q1 2025
Shares 209,767 Value ($000) $5,865 Avg Close — Range —
Q4 2024
Shares 215,101 Value ($000) $5,877 Avg Close — Range —
Q3 2024
Shares 19,359 Value ($000) $1,636 Avg Close — Range —
Q2 2024
Shares 17,347 Value ($000) $1,349 Avg Close — Range —
Q1 2024
Shares 12,163 Value ($000) $981 Avg Close — Range —
Q4 2023
Shares 7,521 Value ($000) $573 Avg Close — Range —