SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Squire Investment Management Company, LLC's Holding History (CIK: 0002031291)

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

Q4 2025
Shares 42,872 Value ($000) $1,176 Avg Close Range
Q3 2025
Shares 37,440 Value ($000) $1,022 Avg Close Range
Q2 2025
Shares 34,359 Value ($000) $911 Avg Close Range
Q1 2025
Shares 32,465 Value ($000) $908 Avg Close Range
Q4 2024
Shares 32,834 Value ($000) $897 Avg Close Range
Q3 2024
Shares 7,348 Value ($000) $621 Avg Close Range
Q2 2024
Shares 6,144 Value ($000) $478 Avg Close Range
Q1 2024
Shares 6,144 Value ($000) $495 Avg Close Range
Q4 2023
Shares 5,460 Value ($000) $416 Avg Close Range