SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

CreativeOne Wealth, LLC's Holding History (CIK: 0001739728)

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

Q4 2025
Shares 17,217 Value ($000) $463 Avg Close Range
Q3 2025
Shares 24,095 Value ($000) $635 Avg Close Range
Q2 2025
Shares 27,340 Value ($000) $668 Avg Close Range
Q1 2025
Shares 25,129 Value ($000) $555 Avg Close Range
Q4 2024
Shares 21,908 Value ($000) $508 Avg Close Range
Q3 2024
Shares 7,522 Value ($000) $510 Avg Close Range
Q2 2024
Shares 6,376 Value ($000) $0 Avg Close Range
Q1 2024
Shares 7,373 Value ($000) $0 Avg Close Range
Q2 2023
Shares 8,497 Value ($000) $0 Avg Close Range
Q1 2023
Shares 8,835 Value ($000) $0 Avg Close Range
Q4 2022
Shares 8,314 Value ($000) $0 Avg Close Range
Q3 2022
Shares 8,639 Value ($000) $366 Avg Close Range
Q2 2022
Shares 8,617 Value ($000) $385 Avg Close Range
Q1 2022
Shares 8,100 Value ($000) $436 Avg Close Range
Q4 2021
Shares 3,941 Value ($000) $449 Avg Close Range
Q3 2021
Shares 4,778 Value ($000) $497 Avg Close Range
Q2 2021
Shares 4,881 Value ($000) $507 Avg Close Range
Q1 2021
Shares 4,806 Value ($000) $462 Avg Close Range
Q4 2019
Shares 14,836 Value ($000) $1,140 Avg Close Range
Q3 2019
Shares 14,238 Value ($000) $1,010 Avg Close Range
Q2 2019
Shares 13,929 Value ($000) $978 Avg Close Range
Q1 2019
Shares 12,504 Value ($000) $845 Avg Close Range
Q4 2018
Shares 8,154 Value ($000) $487 Avg Close Range
Q3 2018
Shares 7,766 Value ($000) $540 Avg Close Range