SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WEST PACES ADVISORS INC.'s Holding History (CIK: 0002004720)

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

Q4 2025
Shares 8,728 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 7,977 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 8,193 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 4,289 Value ($000) $120 Avg Close — Range —
Q4 2024
Shares 4,281 Value ($000) $117 Avg Close — Range —
Q3 2024
Shares 1,488 Value ($000) $126 Avg Close — Range —
Q2 2024
Shares 1,481 Value ($000) $115 Avg Close — Range —
Q1 2024
Shares 1,981 Value ($000) $160 Avg Close — Range —
Q4 2023
Shares 1,967 Value ($000) $150 Avg Close — Range —
Q3 2023
Shares 1,963 Value ($000) $139 Avg Close — Range —
Q2 2023
Shares 3,460 Value ($000) $251 Avg Close — Range —
Q1 2023
Shares 3,457 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 3,371 Value ($000) $255 Avg Close — Range —
Q3 2022
Shares 4,165 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 3,262 Value ($000) $234 Avg Close — Range —
Q1 2022
Shares 1,500 Value ($000) $118 Avg Close — Range —
Q4 2021
Shares 1,500 Value ($000) $121 Avg Close — Range —