SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Blake Schutter Theil Wealth Advisors, LLC's Holding History (CIK: 0002042011)

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

Q4 2025
Shares 10,518 Value ($000) $289 Avg Close Range
Q1 2025
Shares 24,561 Value ($000) $687 Avg Close Range
Q4 2024
Shares 19,846 Value ($000) $542 Avg Close Range
Q3 2024
Shares 6,597 Value ($000) $558 Avg Close Range