SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

JBR Co Financial Management Inc's Holding History (CIK: 0002017878)

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

Q4 2025
Shares 33,185 Value ($000) $910 Avg Close — Range —
Q3 2025
Shares 35,635 Value ($000) $973 Avg Close — Range —
Q2 2025
Shares 38,625 Value ($000) $1,024 Avg Close — Range —
Q1 2025
Shares 50,197 Value ($000) $1,404 Avg Close — Range —
Q4 2024
Shares 49,908 Value ($000) $1,363 Avg Close — Range —
Q3 2024
Shares 14,615 Value ($000) $1,235 Avg Close — Range —
Q2 2024
Shares 15,423 Value ($000) $1,199 Avg Close — Range —
Q1 2024
Shares 20,671 Value ($000) $1,667 Avg Close — Range —
Q4 2023
Shares 33,145 Value ($000) $2,523 Avg Close — Range —