SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 728,336 Value ($000) $19,600 Avg Close — Range —
Q3 2025
Shares 736,160 Value ($000) $19,390 Avg Close — Range —
Q2 2025
Shares 737,537 Value ($000) $18,025 Avg Close — Range —
Q1 2025
Shares 586,663 Value ($000) $12,954 Avg Close — Range —
Q4 2024
Shares 569,034 Value ($000) $13,190 Avg Close — Range —
Q3 2024
Shares 196,519 Value ($000) $13,334 Avg Close — Range —
Q2 2024
Shares 205,267 Value ($000) $13,188 Avg Close — Range —
Q1 2024
Shares 212,303 Value ($000) $13,176 Avg Close — Range —
Q4 2023
Shares 215,183 Value ($000) $12,136 Avg Close — Range —
Q3 2023
Shares 202,476 Value ($000) $10,245 Avg Close — Range —
Q2 2023
Shares 230,323 Value ($000) $12,062 Avg Close — Range —
Q1 2023
Shares 231,955 Value ($000) $11,220 Avg Close — Range —
Q4 2022
Shares 227,967 Value ($000) $10,293 Avg Close — Range —
Q3 2022
Shares 178,422 Value ($000) $7,556 Avg Close — Range —
Q2 2022
Shares 203,120 Value ($000) $9,071 Avg Close — Range —
Q1 2022
Shares 69,692 Value ($000) $3,753 Avg Close — Range —
Q4 2021
Shares 26,896 Value ($000) $3,061 Avg Close — Range —
Q3 2021
Shares 26,903 Value ($000) $2,799 Avg Close — Range —
Q2 2021
Shares 26,372 Value ($000) $2,742 Avg Close — Range —
Q1 2021
Shares 26,703 Value ($000) $2,564 Avg Close — Range —
Q4 2020
Shares 26,456 Value ($000) $2,406 Avg Close — Range —
Q3 2020
Shares 25,637 Value ($000) $2,067 Avg Close — Range —
Q2 2020
Shares 25,903 Value ($000) $1,919 Avg Close — Range —
Q1 2020
Shares 29,427 Value ($000) $1,802 Avg Close — Range —