SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 456,668 Value ($000) $12,526 Avg Close — Range —
Q3 2025
Shares 446,621 Value ($000) $12,193 Avg Close — Range —
Q2 2025
Shares 430,270 Value ($000) $11,402 Avg Close — Range —
Q1 2025
Shares 423,551 Value ($000) $11,842 Avg Close — Range —
Q4 2024
Shares 413,673 Value ($000) $11,302 Avg Close — Range —
Q3 2024
Shares 139,200 Value ($000) $11,767 Avg Close — Range —
Q2 2024
Shares 137,535 Value ($000) $10,695 Avg Close — Range —
Q1 2024
Shares 6,084 Value ($000) $491 Avg Close — Range —