SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

OGOREK ANTHONY JOSEPH /NY/ /ADV's Holding History (CIK: 0000714364)

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

Q4 2025
Shares 560,792 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 585,318 Value ($000) $15 Avg Close — Range —
Q2 2025
Shares 604,777 Value ($000) $14 Avg Close — Range —
Q1 2025
Shares 908,303 Value ($000) $20 Avg Close — Range —
Q4 2024
Shares 948,434 Value ($000) $22 Avg Close — Range —
Q3 2024
Shares 334,856 Value ($000) $22 Avg Close — Range —
Q2 2024
Shares 359,457 Value ($000) $23 Avg Close — Range —
Q1 2024
Shares 368,755 Value ($000) $23 Avg Close — Range —
Q4 2023
Shares 375,964 Value ($000) $21 Avg Close — Range —
Q3 2023
Shares 356,638 Value ($000) $18 Avg Close — Range —
Q2 2023
Shares 342,985 Value ($000) $18 Avg Close — Range —
Q1 2023
Shares 303,528 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 294,495 Value ($000) $13 Avg Close — Range —
Q3 2022
Shares 302,411 Value ($000) $12,698 Avg Close — Range —
Q2 2022
Shares 306,623 Value ($000) $13,549 Avg Close — Range —
Q1 2022
Shares 370,993 Value ($000) $19,807 Avg Close — Range —
Q4 2021
Shares 358,942 Value ($000) $40,564 Avg Close — Range —
Q3 2021
Shares 350,029 Value ($000) $36,354 Avg Close — Range —
Q2 2021
Shares 303,983 Value ($000) $31,696 Avg Close — Range —
Q1 2021
Shares 287,896 Value ($000) $27,842 Avg Close — Range —
Q4 2020
Shares 56,106 Value ($000) $5,105 Avg Close — Range —
Q3 2020
Shares 49,375 Value ($000) $3,932 Avg Close — Range —
Q2 2020
Shares 49,471 Value ($000) $3,634 Avg Close — Range —
Q1 2020
Shares 438,430 Value ($000) $26,494 Avg Close — Range —
Q4 2019
Shares 462,258 Value ($000) $35,538 Avg Close — Range —
Q3 2019
Shares 451,677 Value ($000) $32,078 Avg Close — Range —
Q2 2019
Shares 445,495 Value ($000) $31,420 Avg Close — Range —
Q1 2019
Shares 460,803 Value ($000) $31,357 Avg Close — Range —
Q4 2018
Shares 452,312 Value ($000) $27,107 Avg Close — Range —
Q3 2018
Shares 413,610 Value ($000) $29,114 Avg Close — Range —
Q2 2018
Shares 383,504 Value ($000) $25,307 Avg Close — Range —
Q1 2018
Shares 463,479 Value ($000) $29,565 Avg Close — Range —
Q4 2017
Shares 449,026 Value ($000) $28,971 Avg Close — Range —
Q3 2017
Shares 437,465 Value ($000) $26,646 Avg Close — Range —
Q2 2017
Shares 426,491 Value ($000) $24,932 Avg Close — Range —
Q1 2017
Shares 393,479 Value ($000) $22,451 Avg Close — Range —
Q4 2016
Shares 608,605 Value ($000) $31,842 Avg Close — Range —
Q3 2016
Shares 608,605 Value ($000) $31,842 Avg Close — Range —
Q2 2016
Shares 595,667 Value ($000) $29,962 Avg Close — Range —
Q1 2016
Shares 672,112 Value ($000) $33,122 Avg Close — Range —
Q4 2015
Shares 663,976 Value ($000) $32,561 Avg Close — Range —
Q3 2015
Shares 647,624 Value ($000) $30,037 Avg Close — Range —
Q2 2015
Shares 637,276 Value ($000) $32,010 Avg Close — Range —
Q1 2015
Shares 640,525 Value ($000) $32,334 Avg Close — Range —
Q4 2014
Shares 86,929 Value ($000) $4,331 Avg Close — Range —