SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 8,724 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 8,946 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 2,217 Value ($000) $187 Avg Close — Range —
Q2 2024
Shares 1,535 Value ($000) $119 Avg Close — Range —
Q1 2024
Shares 1,574 Value ($000) $127 Avg Close — Range —
Q4 2023
Shares 1,684 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 1,731 Value ($000) $122 Avg Close — Range —