SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Heck Capital Advisors, LLC's Holding History (CIK: 0002046227)

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

Q4 2025
Shares 11,195 Value ($000) $307 Avg Close — Range —
Q1 2025
Shares 98,088 Value ($000) $2,743 Avg Close — Range —
Q4 2024
Shares 76,178 Value ($000) $2,081 Avg Close — Range —
Q3 2024
Shares 25,356 Value ($000) $2,143 Avg Close — Range —
Q2 2024
Shares 25,478 Value ($000) $1,981 Avg Close — Range —
Q1 2024
Shares 25,525 Value ($000) $2,058 Avg Close — Range —
Q4 2023
Shares 25,637 Value ($000) $1,952 Avg Close — Range —
Q3 2023
Shares 49,878 Value ($000) $3,529 Avg Close — Range —
Q2 2023
Shares 102,768 Value ($000) $7,463 Avg Close — Range —
Q1 2023
Shares 200,972 Value ($000) $14,703 Avg Close — Range —
Q4 2022
Shares 199,234 Value ($000) $15,050 Avg Close — Range —
Q3 2022
Shares 203,093 Value ($000) $13,491 Avg Close — Range —
Q2 2022
Shares 197,829 Value ($000) $14,171 Avg Close — Range —
Q1 2022
Shares 177,773 Value ($000) $14,025 Avg Close — Range —