SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

LIBERTY SQUARE WEALTH PARTNERS LLC's Holding History (CIK: 0002057655)

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

Q4 2025
Shares 320,603 Value ($000) $8,794 Avg Close — Range —
Q3 2025
Shares 426,664 Value ($000) $11,648 Avg Close — Range —
Q2 2025
Shares 552,709 Value ($000) $14,647 Avg Close — Range —
Q1 2025
Shares 562,042 Value ($000) $15,715 Avg Close — Range —
Q4 2024
Shares 582,967 Value ($000) $16,201 Avg Close — Range —