SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Holding History (CIK: 0002035883)

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

Q4 2025
Shares 160,120 Value ($000) $4,392 Avg Close — Range —
Q3 2025
Shares 150,822 Value ($000) $4,117 Avg Close — Range —
Q2 2025
Shares 141,206 Value ($000) $3,742 Avg Close — Range —
Q1 2025
Shares 98,738 Value ($000) $2,723 Avg Close — Range —
Q4 2024
Shares 96,606 Value ($000) $2,639 Avg Close — Range —
Q3 2024
Shares 31,867 Value ($000) $2,694 Avg Close — Range —
Q2 2024
Shares 32,195 Value ($000) $2,503 Avg Close — Range —
Q1 2024
Shares 30,015 Value ($000) $2,420 Avg Close — Range —
Q4 2023
Shares 31,312 Value ($000) $2,384 Avg Close — Range —
Q4 2022
Shares 32,907 Value ($000) $2,486 Avg Close — Range —
Q4 2021
Shares 16,422 Value ($000) $1,327 Avg Close — Range —