SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q3 2025
Shares 7,719 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 7,684 Value ($000) $204 Avg Close — Range —