SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Claro Advisors Inc.'s Holding History (CIK: 0001764386)

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

Q4 2025
Shares 33,370 Value ($000) $898 Avg Close — Range —
Q3 2025
Shares 33,697 Value ($000) $888 Avg Close — Range —
Q2 2025
Shares 27,186 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 29,580 Value ($000) $653 Avg Close — Range —
Q4 2024
Shares 29,506 Value ($000) $684 Avg Close — Range —
Q3 2024
Shares 14,027 Value ($000) $952 Avg Close — Range —
Q2 2024
Shares 13,405 Value ($000) $861 Avg Close — Range —
Q1 2024
Shares 13,698 Value ($000) $850 Avg Close — Range —
Q4 2023
Shares 13,675 Value ($000) $771 Avg Close — Range —
Q3 2023
Shares 8,559 Value ($000) $433 Avg Close — Range —
Q2 2023
Shares 9,381 Value ($000) $491 Avg Close — Range —
Q1 2023
Shares 8,701 Value ($000) $421 Avg Close — Range —
Q4 2022
Shares 11,213 Value ($000) $506 Avg Close — Range —
Q3 2022
Shares 9,854 Value ($000) $440 Avg Close — Range —
Q2 2022
Shares 9,854 Value ($000) $440 Avg Close — Range —
Q1 2022
Shares 6,451 Value ($000) $734 Avg Close — Range —
Q4 2021
Shares 6,451 Value ($000) $734 Avg Close — Range —
Q3 2021
Shares 3,501 Value ($000) $364 Avg Close — Range —