SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Brady Martz Wealth Solutions, LLC's Holding History (CIK: 0002049470)

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

Q4 2025
Shares 722,971 Value ($000) $19,831 Avg Close — Range —
Q3 2025
Shares 790,813 Value ($000) $21,589 Avg Close — Range —
Q2 2025
Shares 845,526 Value ($000) $22,406 Avg Close — Range —
Q1 2025
Shares 1,030,824 Value ($000) $28,822 Avg Close — Range —
Q4 2024
Shares 1,073,750 Value ($000) $29,550 Avg Close — Range —