SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MSH Capital Advisors LLC's Holding History (CIK: 0002056306)

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

Q4 2025
Shares 312,579 Value ($000) $8,574 Avg Close Range
Q3 2025
Shares 299,105 Value ($000) $8,166 Avg Close Range
Q2 2025
Shares 281,793 Value ($000) $7,468 Avg Close Range
Q1 2025
Shares 261,329 Value ($000) $7,307 Avg Close Range
Q4 2024
Shares 239,597 Value ($000) $6,546 Avg Close Range
Q3 2024
Shares 73,237 Value ($000) $6,191 Avg Close Range
Q2 2024
Shares 67,399 Value ($000) $5,241 Avg Close Range
Q1 2024
Shares 59,160 Value ($000) $4,770 Avg Close Range
Q4 2023
Shares 51,134 Value ($000) $3,893 Avg Close Range
Q3 2023
Shares 45,997 Value ($000) $3,255 Avg Close Range
Q2 2023
Shares 41,714 Value ($000) $3,029 Avg Close Range
Q1 2023
Shares 38,824 Value ($000) $2,840 Avg Close Range
Q4 2022
Shares 33,577 Value ($000) $2,536 Avg Close Range
Q3 2022
Shares 31,159 Value ($000) $2,070 Avg Close Range
Q2 2022
Shares 27,323 Value ($000) $1,957 Avg Close Range
Q1 2022
Shares 21,597 Value ($000) $1,704 Avg Close Range
Q4 2021
Shares 18,664 Value ($000) $1,509 Avg Close Range