SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 130,613 Value ($000) $3,515 Avg Close Range
Q3 2025
Shares 130,640 Value ($000) $3,441 Avg Close Range
Q2 2025
Shares 130,640 Value ($000) $3,193 Avg Close Range
Q1 2025
Shares 130,640 Value ($000) $2,885 Avg Close Range
Q4 2024
Shares 134,751 Value ($000) $3,124 Avg Close Range
Q3 2024
Shares 44,917 Value ($000) $3,048 Avg Close Range
Q2 2024
Shares 44,917 Value ($000) $2,886 Avg Close Range
Q1 2024
Shares 44,917 Value ($000) $2,788 Avg Close Range
Q4 2023
Shares 45,202 Value ($000) $2,549 Avg Close Range
Q3 2023
Shares 45,202 Value ($000) $2,287 Avg Close Range
Q2 2023
Shares 47,298 Value ($000) $2,477 Avg Close Range
Q1 2023
Shares 47,115 Value ($000) $2,279 Avg Close Range
Q4 2022
Shares 47,115 Value ($000) $2,127 Avg Close Range
Q3 2022
Shares 47,115 Value ($000) $1,995 Avg Close Range
Q2 2022
Shares 47,115 Value ($000) $2,104 Avg Close Range
Q1 2022
Shares 39,804 Value ($000) $2,143 Avg Close Range
Q4 2021
Shares 19,902 Value ($000) $2,265 Avg Close Range
Q3 2021
Shares 19,920 Value ($000) $2,072 Avg Close Range
Q2 2021
Shares 21,214 Value ($000) $2,206 Avg Close Range
Q1 2021
Shares 29,028 Value ($000) $2,788 Avg Close Range
Q4 2020
Shares 29,203 Value ($000) $2,656 Avg Close Range
Q3 2020
Shares 31,409 Value ($000) $2,533 Avg Close Range
Q2 2020
Shares 33,980 Value ($000) $2,518 Avg Close Range
Q1 2020
Shares 38,283 Value ($000) $2,345 Avg Close Range
Q4 2019
Shares 78,665 Value ($000) $6,042 Avg Close Range
Q3 2019
Shares 74,487 Value ($000) $5,283 Avg Close Range
Q2 2019
Shares 77,615 Value ($000) $5,448 Avg Close Range
Q1 2019
Shares 51,052 Value ($000) $3,452 Avg Close Range
Q4 2018
Shares 45,073 Value ($000) $2,691 Avg Close Range