SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Retirement Income Solutions, Inc's Holding History (CIK: 0001730386)

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

Q4 2025
Shares 28,455 Value ($000) $766 Avg Close — Range —
Q3 2025
Shares 28,455 Value ($000) $750 Avg Close — Range —
Q2 2025
Shares 28,455 Value ($000) $695 Avg Close — Range —
Q1 2025
Shares 26,700 Value ($000) $590 Avg Close — Range —
Q4 2024
Shares 26,700 Value ($000) $619 Avg Close — Range —
Q3 2024
Shares 11,138 Value ($000) $756 Avg Close — Range —
Q2 2024
Shares 11,138 Value ($000) $716 Avg Close — Range —
Q1 2024
Shares 12,186 Value ($000) $756 Avg Close — Range —
Q4 2023
Shares 12,186 Value ($000) $687 Avg Close — Range —
Q3 2023
Shares 5,196 Value ($000) $263 Avg Close — Range —
Q2 2023
Shares 5,196 Value ($000) $272 Avg Close — Range —
Q1 2023
Shares 5,196 Value ($000) $251 Avg Close — Range —
Q4 2022
Shares 5,196 Value ($000) $235 Avg Close — Range —
Q3 2022
Shares 5,196 Value ($000) $223 Avg Close — Range —
Q2 2022
Shares 5,196 Value ($000) $232 Avg Close — Range —
Q1 2022
Shares 5,196 Value ($000) $280 Avg Close — Range —
Q4 2021
Shares 2,598 Value ($000) $296,000 Avg Close — Range —
Q3 2021
Shares 2,598 Value ($000) $270,000 Avg Close — Range —
Q2 2021
Shares 2,598 Value ($000) $270,000 Avg Close — Range —
Q1 2021
Shares 2,598 Value ($000) $249,000 Avg Close — Range —
Q4 2020
Shares 2,598 Value ($000) $236,000 Avg Close — Range —