SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 43,918 Value ($000) $1,205 Avg Close Range
Q3 2025
Shares 57,957 Value ($000) $1,582 Avg Close Range
Q2 2025
Shares 63,737 Value ($000) $1,689 Avg Close Range
Q1 2025
Shares 72,259 Value ($000) $2,020 Avg Close Range
Q4 2024
Shares 73,125 Value ($000) $1,998 Avg Close Range