SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Sound Income Strategies, LLC's Holding History (CIK: 0001730960)

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

Q4 2025
Shares 4,410 Value ($000) $121 Avg Close Range
Q3 2025
Shares 4,410 Value ($000) $117 Avg Close Range
Q2 2025
Shares 6,597 Value ($000) $161 Avg Close Range
Q1 2025
Shares 11,068 Value ($000) $244 Avg Close Range
Q4 2024
Shares 8,282 Value ($000) $192 Avg Close Range
Q3 2024
Shares 834 Value ($000) $57 Avg Close Range
Q1 2024
Shares 126 Value ($000) $8 Avg Close Range
Q4 2023
Shares 238 Value ($000) $13 Avg Close Range
Q3 2023
Shares 2,110 Value ($000) $107 Avg Close Range
Q2 2023
Shares 2,110 Value ($000) $111 Avg Close Range
Q1 2023
Shares 2,583 Value ($000) $125 Avg Close Range
Q4 2022
Shares 2,617 Value ($000) $118 Avg Close Range
Q3 2022
Shares 2,260 Value ($000) $96 Avg Close Range
Q2 2022
Shares 2,260 Value ($000) $101 Avg Close Range
Q1 2022
Shares 2,260 Value ($000) $122 Avg Close Range
Q1 2021
Shares 313 Value ($000) $30,057 Avg Close Range
Q4 2019
Shares 8 Value ($000) $1 Avg Close Range
Q2 2019
Shares 76 Value ($000) $5 Avg Close Range