SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q3 2025
Shares 13,323 Value ($000) $364 Avg Close — Range —
Q2 2025
Shares 16,101 Value ($000) $427 Avg Close — Range —
Q1 2025
Shares 19,188 Value ($000) $537 Avg Close — Range —
Q4 2024
Shares 19,599 Value ($000) $535 Avg Close — Range —
Q3 2024
Shares 7,494 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 7,547 Value ($000) $584 Avg Close — Range —
Q1 2024
Shares 6,928 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 5,506 Value ($000) $419 Avg Close — Range —