SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Darden Wealth Group Inc's Holding History (CIK: 0002011221)

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

Q4 2025
Shares 15,319 Value ($000) $420 Avg Close — Range —
Q3 2025
Shares 16,167 Value ($000) $441 Avg Close — Range —
Q2 2025
Shares 17,016 Value ($000) $451 Avg Close — Range —
Q1 2025
Shares 16,877 Value ($000) $472 Avg Close — Range —
Q4 2024
Shares 18,287 Value ($000) $500 Avg Close — Range —
Q3 2024
Shares 6,089 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 5,789 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 5,302 Value ($000) $428 Avg Close — Range —
Q4 2023
Shares 3,895 Value ($000) $297 Avg Close — Range —