SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

4WEALTH ADVISORS, INC.'s Holding History (CIK: 0002056676)

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

Q1 2025
Shares 14,786 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 18,369 Value ($000) $502 Avg Close — Range —