SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Geometric Wealth Advisors's Holding History (CIK: 0001900576)

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

Q4 2025
Shares 90,371 Value ($000) $2,370 Avg Close Range
Q3 2025
Shares 90,750 Value ($000) $2,333 Avg Close Range
Q2 2025
Shares 89,666 Value ($000) $2,137 Avg Close Range
Q1 2025
Shares 89,289 Value ($000) $1,922 Avg Close Range
Q4 2024
Shares 88,718 Value ($000) $2,014 Avg Close Range
Q3 2024
Shares 28,709 Value ($000) $1,910 Avg Close Range
Q2 2024
Shares 29,982 Value ($000) $1,885 Avg Close Range
Q1 2024
Shares 28,402 Value ($000) $1,734 Avg Close Range
Q4 2023
Shares 28,112 Value ($000) $1,565 Avg Close Range
Q3 2023
Shares 27,856 Value ($000) $1,389 Avg Close Range
Q2 2023
Shares 27,372 Value ($000) $1,438 Avg Close Range
Q1 2023
Shares 27,274 Value ($000) $1,308 Avg Close Range
Q4 2022
Shares 26,302 Value ($000) $1,179 Avg Close Range
Q3 2022
Shares 27,323 Value ($000) $1,147 Avg Close Range
Q2 2022
Shares 27,515 Value ($000) $1,216 Avg Close Range
Q1 2022
Shares 27,424 Value ($000) $1,464 Avg Close Range
Q4 2021
Shares 2,090 Value ($000) $236 Avg Close Range