SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Chokshi & Queen Wealth Advisors, Inc's Holding History (CIK: 0002057199)

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

Q4 2025
Shares 15,555 Value ($000) $427 Avg Close — Range —
Q3 2025
Shares 14,620 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 14,620 Value ($000) $387 Avg Close — Range —
Q1 2025
Shares 14,620 Value ($000) $409 Avg Close — Range —
Q4 2024
Shares 15,735 Value ($000) $430 Avg Close — Range —