SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Capstone Financial Advisors, Inc.'s Holding History (CIK: 0001599217)

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

Q4 2025
Shares 16,215 Value ($000) $436 Avg Close — Range —
Q3 2025
Shares 16,907 Value ($000) $445 Avg Close — Range —
Q2 2025
Shares 17,567 Value ($000) $429 Avg Close — Range —
Q1 2025
Shares 16,094 Value ($000) $355 Avg Close — Range —
Q4 2024
Shares 15,878 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 5,183 Value ($000) $352 Avg Close — Range —