SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

HRC WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002009521)

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

Q4 2025
Shares 253,201 Value ($000) $6,945 Avg Close — Range —
Q3 2025
Shares 251,293 Value ($000) $6,860 Avg Close — Range —
Q2 2025
Shares 248,723 Value ($000) $6,591 Avg Close — Range —
Q1 2025
Shares 246,575 Value ($000) $6,894 Avg Close — Range —
Q4 2024
Shares 257,981 Value ($000) $7,048 Avg Close — Range —
Q3 2024
Shares 85,072 Value ($000) $7,191 Avg Close — Range —
Q2 2024
Shares 84,886 Value ($000) $6,601 Avg Close — Range —
Q1 2024
Shares 84,165 Value ($000) $6,786 Avg Close — Range —
Q4 2023
Shares 79,138 Value ($000) $6,025 Avg Close — Range —