SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BlueChip Wealth Advisors LLC's Holding History (CIK: 0002015578)

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

Q4 2025
Shares 407,222 Value ($000) $11,170 Avg Close — Range —
Q3 2025
Shares 392,821 Value ($000) $10,724 Avg Close — Range —
Q2 2025
Shares 379,804 Value ($000) $10,065 Avg Close — Range —
Q1 2025
Shares 377,387 Value ($000) $10,552 Avg Close — Range —
Q4 2024
Shares 379,264 Value ($000) $10,362 Avg Close — Range —
Q3 2024
Shares 119,948 Value ($000) $10,139 Avg Close — Range —
Q2 2024
Shares 113,398 Value ($000) $8,818 Avg Close — Range —
Q1 2024
Shares 111,580 Value ($000) $8,997 Avg Close — Range —
Q4 2023
Shares 110,229 Value ($000) $8,392 Avg Close — Range —