SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 54,121 Value ($000) $1,420 Avg Close Range
Q3 2025
Shares 55,627 Value ($000) $1,430 Avg Close Range
Q2 2025
Shares 55,590 Value ($000) $1,325 Avg Close Range
Q1 2025
Shares 55,744 Value ($000) $1,200 Avg Close Range
Q4 2024
Shares 58,460 Value ($000) $1,327 Avg Close Range
Q3 2024
Shares 20,204 Value ($000) $1,344 Avg Close Range
Q2 2024
Shares 5,291 Value ($000) $333 Avg Close Range
Q1 2024
Shares 5,291 Value ($000) $323 Avg Close Range
Q4 2023
Shares 5,277 Value ($000) $294 Avg Close Range
Q3 2023
Shares 5,274 Value ($000) $263 Avg Close Range
Q2 2023
Shares 4,818 Value ($000) $249 Avg Close Range
Q1 2023
Shares 6,189 Value ($000) $296 Avg Close Range
Q4 2022
Shares 6,187 Value ($000) $277 Avg Close Range
Q3 2022
Shares 6,396 Value ($000) $269 Avg Close Range
Q2 2022
Shares 6,393 Value ($000) $282 Avg Close Range
Q1 2022
Shares 4,960 Value ($000) $265 Avg Close Range
Q4 2021
Shares 2,479 Value ($000) $280 Avg Close Range
Q3 2021
Shares 2,498 Value ($000) $259 Avg Close Range
Q2 2021
Shares 2,496 Value ($000) $260 Avg Close Range
Q1 2021
Shares 2,495 Value ($000) $241 Avg Close Range
Q4 2020
Shares 2,494 Value ($000) $227 Avg Close Range
Q1 2020
Shares 7,144 Value ($000) $432 Avg Close Range