SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Roehl & Yi Investment Advisors, LLC's Holding History (CIK: 0002097566)

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

Q4 2025
Shares 128,837 Value ($000) $2,630 Avg Close — Range —