SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 813,474 Value ($000) $21,891 Avg Close — Range —
Q3 2025
Shares 876,688 Value ($000) $23,092 Avg Close — Range —
Q2 2025
Shares 868,268 Value ($000) $21,220 Avg Close — Range —
Q1 2025
Shares 839,437 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 815,335 Value ($000) $19 Avg Close — Range —
Q3 2024
Shares 262,277 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 226,343 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 226,343 Value ($000) $14 Avg Close — Range —
Q4 2023
Shares 195,288 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 184,015 Value ($000) $9 Avg Close — Range —
Q2 2023
Shares 140,494 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 111,619 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 111,208 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 110,026 Value ($000) $4,660 Avg Close — Range —
Q2 2022
Shares 113,623 Value ($000) $5,075 Avg Close — Range —