SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 2,593,226 Value ($000) $68,020 Avg Close — Range —
Q3 2025
Shares 2,683,753 Value ($000) $68,999 Avg Close — Range —
Q2 2025
Shares 2,545,750 Value ($000) $60,665 Avg Close — Range —
Q1 2025
Shares 2,484,443 Value ($000) $53,490 Avg Close — Range —
Q4 2024
Shares 2,374,585 Value ($000) $53,808 Avg Close — Range —
Q3 2024
Shares 765,983 Value ($000) $50,953 Avg Close — Range —
Q2 2024
Shares 620,012 Value ($000) $39,439 Avg Close — Range —
Q1 2024
Shares 595,669 Value ($000) $36,366 Avg Close — Range —
Q4 2023
Shares 581,452 Value ($000) $32,369 Avg Close — Range —
Q3 2023
Shares 571,646 Value ($000) $28,965 Avg Close — Range —
Q2 2023
Shares 520,231 Value ($000) $26,896 Avg Close — Range —
Q1 2023
Shares 511,200 Value ($000) $24,461 Avg Close — Range —
Q4 2022
Shares 496,778 Value ($000) $22,261 Avg Close — Range —
Q3 2022
Shares 494,635 Value ($000) $20,770 Avg Close — Range —
Q2 2022
Shares 485,167 Value ($000) $21,440 Avg Close — Range —
Q1 2022
Shares 474,649 Value ($000) $25,342 Avg Close — Range —
Q4 2021
Shares 226,216 Value ($000) $25,565 Avg Close — Range —
Q3 2021
Shares 223,940 Value ($000) $23,258 Avg Close — Range —
Q2 2021
Shares 217,589 Value ($000) $22,688 Avg Close — Range —
Q1 2021
Shares 206,517 Value ($000) $19,972 Avg Close — Range —
Q4 2020
Shares 260,566 Value ($000) $23,709 Avg Close — Range —
Q3 2020
Shares 260,061 Value ($000) $20,711 Avg Close — Range —
Q2 2020
Shares 264,345 Value ($000) $19,421 Avg Close — Range —
Q1 2020
Shares 258,189 Value ($000) $15,602 Avg Close — Range —
Q4 2019
Shares 221,372 Value ($000) $17,019 Avg Close — Range —
Q3 2019
Shares 285,067 Value ($000) $20,693 Avg Close — Range —
Q2 2019
Shares 278,823 Value ($000) $20,031 Avg Close — Range —
Q1 2019
Shares 250,832 Value ($000) $17,069 Avg Close — Range —
Q4 2018
Shares 227,555 Value ($000) $13,637 Avg Close — Range —
Q3 2018
Shares 166,158 Value ($000) $10,878 Avg Close — Range —
Q2 2018
Shares 161,084 Value ($000) $10,630 Avg Close — Range —
Q1 2018
Shares 9,690 Value ($000) $618 Avg Close — Range —
Q4 2017
Shares 7,438 Value ($000) $480 Avg Close — Range —