SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 197,478 Value ($000) $5,314 Avg Close Range
Q3 2025
Shares 146,558 Value ($000) $3,860 Avg Close Range
Q2 2025
Shares 144,493 Value ($000) $3,531 Avg Close Range
Q1 2025
Shares 122,152 Value ($000) $2,697 Avg Close Range
Q4 2024
Shares 112,514 Value ($000) $2,608 Avg Close Range
Q3 2024
Shares 30,193 Value ($000) $2,049 Avg Close Range
Q2 2024
Shares 28,718 Value ($000) $1,845 Avg Close Range
Q1 2024
Shares 28,304 Value ($000) $1,757 Avg Close Range
Q4 2023
Shares 28,107 Value ($000) $1,585 Avg Close Range
Q3 2023
Shares 28,718 Value ($000) $1,453 Avg Close Range
Q2 2023
Shares 26,463 Value ($000) $1,386 Avg Close Range
Q1 2023
Shares 27,172 Value ($000) $1,314 Avg Close Range
Q4 2022
Shares 29,464 Value ($000) $1,330 Avg Close Range
Q3 2022
Shares 21,349 Value ($000) $904 Avg Close Range
Q2 2022
Shares 19,021 Value ($000) $849 Avg Close Range
Q1 2022
Shares 19,031 Value ($000) $1,025 Avg Close Range
Q4 2021
Shares 9,882 Value ($000) $1,125 Avg Close Range
Q3 2021
Shares 9,940 Value ($000) $1,034 Avg Close Range
Q2 2021
Shares 9,452 Value ($000) $983 Avg Close Range
Q1 2021
Shares 9,130 Value ($000) $926 Avg Close Range
Q4 2020
Shares 8,907 Value ($000) $810 Avg Close Range
Q3 2020
Shares 8,864 Value ($000) $715 Avg Close Range