SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 22,321 Value ($000) $585 Avg Close Range
Q3 2025
Shares 20,985 Value ($000) $540 Avg Close Range
Q2 2025
Shares 13,072 Value ($000) $312 Avg Close Range
Q1 2025
Shares 14,832 Value ($000) $319 Avg Close Range
Q4 2024
Shares 12,892 Value ($000) $293 Avg Close Range
Q3 2024
Shares 3,653 Value ($000) $243 Avg Close Range
Q2 2024
Shares 4,440 Value ($000) $279 Avg Close Range
Q1 2024
Shares 4,416 Value ($000) $268 Avg Close Range
Q4 2023
Shares 4,297 Value ($000) $239 Avg Close Range
Q3 2023
Shares 3,112 Value ($000) $155 Avg Close Range
Q2 2023
Shares 2,686 Value ($000) $139 Avg Close Range
Q1 2023
Shares 1,279 Value ($000) $61 Avg Close Range
Q4 2022
Shares 1,276 Value ($000) $57 Avg Close Range
Q3 2022
Shares 1,388 Value ($000) $58 Avg Close Range
Q2 2022
Shares 1,071 Value ($000) $47 Avg Close Range
Q1 2022
Shares 1,007 Value ($000) $54 Avg Close Range
Q4 2021
Shares 324 Value ($000) $37 Avg Close Range
Q3 2021
Shares 47 Value ($000) $5 Avg Close Range
Q1 2020
Shares 778 Value ($000) $47 Avg Close Range