SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 37,957 Value ($000) $1,021 Avg Close Range
Q3 2025
Shares 35,309 Value ($000) $930 Avg Close Range
Q2 2025
Shares 34,917 Value ($000) $853 Avg Close Range
Q1 2025
Shares 26,695 Value ($000) $589 Avg Close Range
Q4 2024
Shares 30,666 Value ($000) $711 Avg Close Range
Q3 2024
Shares 4,415 Value ($000) $300 Avg Close Range
Q2 2024
Shares 3,781 Value ($000) $243 Avg Close Range
Q1 2024
Shares 4,762 Value ($000) $296 Avg Close Range
Q4 2023
Shares 4,762 Value ($000) $269 Avg Close Range
Q3 2023
Shares 4,762 Value ($000) $241 Avg Close Range
Q2 2023
Shares 6,448 Value ($000) $338 Avg Close Range
Q1 2023
Shares 6,612 Value ($000) $320 Avg Close Range
Q4 2022
Shares 6,719 Value ($000) $303 Avg Close Range
Q3 2022
Shares 8,260 Value ($000) $350 Avg Close Range
Q2 2022
Shares 6,737 Value ($000) $301 Avg Close Range
Q1 2022
Shares 7,160 Value ($000) $386 Avg Close Range
Q4 2021
Shares 3,635 Value ($000) $414 Avg Close Range
Q3 2021
Shares 2,287 Value ($000) $238 Avg Close Range
Q2 2021
Shares 2,210 Value ($000) $230 Avg Close Range
Q1 2021
Shares 3,351 Value ($000) $322 Avg Close Range
Q4 2020
Shares 3,485 Value ($000) $317 Avg Close Range
Q3 2020
Shares 3,996 Value ($000) $318 Avg Close Range
Q2 2020
Shares 5,010 Value ($000) $397 Avg Close Range
Q1 2020
Shares 6,535 Value ($000) $400 Avg Close Range
Q4 2019
Shares 13,674 Value ($000) $1,050 Avg Close Range
Q3 2019
Shares 6,483 Value ($000) $477 Avg Close Range
Q2 2019
Shares 11,786 Value ($000) $1 Avg Close Range
Q1 2019
Shares 12,442 Value ($000) $841 Avg Close Range
Q4 2018
Shares 13,835 Value ($000) $895 Avg Close Range