SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Clark Wealth Partners's Holding History (CIK: 0002107657)

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

Q4 2025
Shares 53,443 Value ($000) $1,466 Avg Close — Range —
Q3 2025
Shares 53,443 Value ($000) $1,466 Avg Close — Range —
Q2 2025
Shares 608,888 Value ($000) $16,136 Avg Close — Range —
Q1 2025
Shares 568,648 Value ($000) $15,899 Avg Close — Range —
Q4 2024
Shares 590,137 Value ($000) $16,123 Avg Close — Range —