SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

United Advisor Group, LLC's Holding History (CIK: 0002004873)

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

Q4 2025
Shares 120,066 Value ($000) $3,293 Avg Close — Range —
Q3 2025
Shares 69,931 Value ($000) $1,909 Avg Close — Range —
Q2 2025
Shares 65,432 Value ($000) $1,734 Avg Close — Range —
Q1 2025
Shares 57,482 Value ($000) $1,607 Avg Close — Range —
Q4 2024
Shares 57,948 Value ($000) $1,583 Avg Close — Range —
Q3 2024
Shares 17,169 Value ($000) $1,451 Avg Close — Range —
Q2 2024
Shares 12,977 Value ($000) $1,009 Avg Close — Range —