SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 28,562 Value ($000) $769 Avg Close — Range —
Q3 2025
Shares 27,204 Value ($000) $721 Avg Close — Range —
Q2 2025
Shares 13,521 Value ($000) $330 Avg Close — Range —
Q4 2020
Shares 926 Value ($000) $84 Avg Close — Range —
Q3 2020
Shares 835 Value ($000) $67 Avg Close — Range —
Q2 2020
Shares 835 Value ($000) $62 Avg Close — Range —
Q1 2020
Shares 1,176 Value ($000) $72 Avg Close — Range —
Q4 2019
Shares 1,162 Value ($000) $89 Avg Close — Range —