SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Broadview Financial Management, LLC's Holding History (CIK: 0001697024)

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

Q4 2025
Shares 125,690 Value ($000) $3,382 Avg Close — Range —
Q3 2025
Shares 126,880 Value ($000) $3,342 Avg Close — Range —
Q2 2025
Shares 130,380 Value ($000) $3,186 Avg Close — Range —
Q1 2025
Shares 132,099 Value ($000) $2,917 Avg Close — Range —
Q4 2024
Shares 132,695 Value ($000) $3,076 Avg Close — Range —
Q3 2024
Shares 45,835 Value ($000) $3,110 Avg Close — Range —
Q2 2024
Shares 46,545 Value ($000) $2,990 Avg Close — Range —
Q1 2024
Shares 47,834 Value ($000) $2,969 Avg Close — Range —
Q4 2023
Shares 50,704 Value ($000) $2,860 Avg Close — Range —
Q3 2023
Shares 51,662 Value ($000) $2,614 Avg Close — Range —
Q2 2023
Shares 52,260 Value ($000) $2,737 Avg Close — Range —
Q1 2023
Shares 54,401 Value ($000) $2,631 Avg Close — Range —
Q4 2022
Shares 54,479 Value ($000) $2,460 Avg Close — Range —
Q3 2022
Shares 52,559 Value ($000) $2,226 Avg Close — Range —
Q2 2022
Shares 53,765 Value ($000) $2,401 Avg Close — Range —
Q1 2022
Shares 54,384 Value ($000) $2,929 Avg Close — Range —
Q4 2021
Shares 27,423 Value ($000) $3,121 Avg Close — Range —
Q3 2021
Shares 28,111 Value ($000) $2,924 Avg Close — Range —
Q2 2021
Shares 28,417 Value ($000) $2,955 Avg Close — Range —
Q1 2021
Shares 28,774 Value ($000) $2,763 Avg Close — Range —
Q4 2020
Shares 30,935 Value ($000) $2,814 Avg Close — Range —
Q3 2020
Shares 32,244 Value ($000) $2,600 Avg Close — Range —
Q2 2020
Shares 34,757 Value ($000) $2,576 Avg Close — Range —
Q1 2020
Shares 36,798 Value ($000) $2,254 Avg Close — Range —
Q4 2019
Shares 36,964 Value ($000) $2,839 Avg Close — Range —
Q3 2019
Shares 38,199 Value ($000) $2,709 Avg Close — Range —
Q2 2019
Shares 37,594 Value ($000) $2,639 Avg Close — Range —
Q1 2019
Shares 38,186 Value ($000) $2,582 Avg Close — Range —
Q4 2018
Shares 23,953 Value ($000) $1,430 Avg Close — Range —
Q3 2018
Shares 24,798 Value ($000) $1,725 Avg Close — Range —
Q2 2018
Shares 22,502 Value ($000) $1,462 Avg Close — Range —
Q1 2018
Shares 22,280 Value ($000) $1,405 Avg Close — Range —
Q4 2017
Shares 21,890 Value ($000) $1,396 Avg Close — Range —