SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 56,088 Value ($000) $1,471 Avg Close Range
Q3 2025
Shares 56,088 Value ($000) $1,442 Avg Close Range
Q2 2025
Shares 56,088 Value ($000) $1,337 Avg Close Range
Q1 2025
Shares 56,088 Value ($000) $1,208 Avg Close Range
Q4 2024
Shares 56,088 Value ($000) $1,273 Avg Close Range
Q3 2024
Shares 18,696 Value ($000) $1,244 Avg Close Range
Q2 2024
Shares 18,696 Value ($000) $1,175 Avg Close Range
Q1 2024
Shares 18,696 Value ($000) $1,141 Avg Close Range
Q4 2023
Shares 18,696 Value ($000) $1,041 Avg Close Range
Q3 2023
Shares 18,696 Value ($000) $932 Avg Close Range
Q2 2023
Shares 18,762 Value ($000) $970 Avg Close Range
Q1 2023
Shares 18,762 Value ($000) $898 Avg Close Range
Q4 2022
Shares 18,712 Value ($000) $838 Avg Close Range
Q3 2022
Shares 18,712 Value ($000) $786 Avg Close Range
Q2 2022
Shares 18,712 Value ($000) $827 Avg Close Range
Q1 2022
Shares 18,696 Value ($000) $998 Avg Close Range
Q4 2021
Shares 9,348 Value ($000) $1,056 Avg Close Range
Q3 2021
Shares 9,348 Value ($000) $971 Avg Close Range
Q2 2021
Shares 9,878 Value ($000) $1,030 Avg Close Range
Q1 2021
Shares 9,878 Value ($000) $955 Avg Close Range
Q4 2020
Shares 10,403 Value ($000) $947 Avg Close Range
Q3 2020
Shares 10,403 Value ($000) $828 Avg Close Range
Q2 2020
Shares 13,460 Value ($000) $989 Avg Close Range
Q1 2020
Shares 13,460 Value ($000) $813 Avg Close Range
Q4 2019
Shares 13,460 Value ($000) $1,035 Avg Close Range
Q3 2019
Shares 13,460 Value ($000) $956 Avg Close Range
Q2 2019
Shares 13,460 Value ($000) $949 Avg Close Range
Q1 2019
Shares 13,461 Value ($000) $916 Avg Close Range
Q4 2018
Shares 16,319 Value ($000) $978 Avg Close Range