SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

New Insight Wealth Advisors's Holding History (CIK: 0002022328)

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

Q4 2025
Shares 312,677 Value ($000) $8,577 Avg Close — Range —
Q3 2025
Shares 394,799 Value ($000) $10,778 Avg Close — Range —
Q2 2025
Shares 580,869 Value ($000) $15,393 Avg Close — Range —
Q1 2025
Shares 599,461 Value ($000) $16,761 Avg Close — Range —
Q4 2024
Shares 522,380 Value ($000) $14,271 Avg Close — Range —
Q3 2024
Shares 165,000 Value ($000) $13,947 Avg Close — Range —
Q2 2024
Shares 152,959 Value ($000) $11,894 Avg Close — Range —
Q1 2024
Shares 141,269 Value ($000) $11,391 Avg Close — Range —
Q4 2023
Shares 140,233 Value ($000) $10,676 Avg Close — Range —