SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 107,705 Value ($000) $2,898 Avg Close Range
Q3 2025
Shares 108,999 Value ($000) $2,871 Avg Close Range
Q2 2025
Shares 111,619 Value ($000) $2,728 Avg Close Range
Q1 2025
Shares 109,882 Value ($000) $2,426 Avg Close Range
Q4 2024
Shares 107,629 Value ($000) $2,495 Avg Close Range
Q3 2024
Shares 35,596 Value ($000) $2,415 Avg Close Range
Q2 2024
Shares 37,110 Value ($000) $2,384 Avg Close Range
Q1 2024
Shares 16,489 Value ($000) $1,019 Avg Close Range
Q4 2023
Shares 20,173 Value ($000) $1,138 Avg Close Range
Q3 2023
Shares 12,595 Value ($000) $637 Avg Close Range
Q2 2023
Shares 8,295 Value ($000) $434 Avg Close Range
Q1 2023
Shares 8,152 Value ($000) $394 Avg Close Range
Q4 2022
Shares 8,650 Value ($000) $391 Avg Close Range
Q3 2022
Shares 10,401 Value ($000) $440 Avg Close Range
Q2 2022
Shares 14,499 Value ($000) $648 Avg Close Range
Q1 2022
Shares 13,540 Value ($000) $729 Avg Close Range
Q4 2021
Shares 9,138 Value ($000) $1,040 Avg Close Range
Q3 2021
Shares 6,775 Value ($000) $705 Avg Close Range
Q2 2021
Shares 5,091 Value ($000) $529 Avg Close Range
Q1 2021
Shares 5,094 Value ($000) $489 Avg Close Range
Q4 2020
Shares 5,165 Value ($000) $470 Avg Close Range
Q3 2020
Shares 4,865 Value ($000) $392 Avg Close Range
Q2 2020
Shares 3,614 Value ($000) $268 Avg Close Range
Q1 2020
Shares 3,548 Value ($000) $217 Avg Close Range
Q4 2019
Shares 3,548 Value ($000) $273 Avg Close Range
Q3 2019
Shares 3,548 Value ($000) $252 Avg Close Range
Q2 2019
Shares 3,548 Value ($000) $249 Avg Close Range
Q4 2018
Shares 27,594 Value ($000) $1,647 Avg Close Range
Q3 2018
Shares 31,229 Value ($000) $2,172 Avg Close Range
Q2 2018
Shares 28,265 Value ($000) $1,837 Avg Close Range