SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Winthrop Advisory Group LLC's Holding History (CIK: 0001739043)

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

Q4 2025
Shares 179,187 Value ($000) $4,822 Avg Close Range
Q3 2025
Shares 182,562 Value ($000) $4,809 Avg Close Range
Q2 2025
Shares 186,499 Value ($000) $4,558 Avg Close Range
Q1 2025
Shares 188,634 Value ($000) $4,165 Avg Close Range
Q4 2024
Shares 191,007 Value ($000) $4,428 Avg Close Range
Q3 2024
Shares 64,116 Value ($000) $4,350 Avg Close Range
Q2 2024
Shares 65,031 Value ($000) $4,178 Avg Close Range
Q1 2024
Shares 65,879 Value ($000) $4,088 Avg Close Range
Q4 2023
Shares 69,129 Value ($000) $3,899 Avg Close Range
Q3 2023
Shares 69,762 Value ($000) $3,530 Avg Close Range
Q2 2023
Shares 70,341 Value ($000) $3,684 Avg Close Range
Q1 2023
Shares 72,205 Value ($000) $3,493 Avg Close Range
Q4 2022
Shares 70,801 Value ($000) $3,197 Avg Close Range
Q3 2022
Shares 54,264 Value ($000) $2,298 Avg Close Range