SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Towneley Capital Management, Inc / DE's Holding History (CIK: 0002004980)

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

Q2 2025
Shares 676,651 Value ($000) $17,931 Avg Close — Range —
Q1 2025
Shares 732,531 Value ($000) $20,482 Avg Close — Range —
Q4 2024
Shares 711,988 Value ($000) $19,452 Avg Close — Range —
Q3 2024
Shares 231,482 Value ($000) $19,567 Avg Close — Range —
Q2 2024
Shares 230,038 Value ($000) $17,888 Avg Close — Range —
Q1 2024
Shares 205,837 Value ($000) $16,597 Avg Close — Range —
Q4 2023
Shares 203,675 Value ($000) $15,506 Avg Close — Range —