SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 19,855 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 19,855 Value ($000) $523 Avg Close — Range —
Q2 2025
Shares 19,855 Value ($000) $485 Avg Close — Range —
Q1 2025
Shares 19,855 Value ($000) $435 Avg Close — Range —
Q3 2022
Shares 5,573 Value ($000) $236 Avg Close — Range —
Q2 2022
Shares 5,573 Value ($000) $249 Avg Close — Range —
Q1 2022
Shares 5,573 Value ($000) $300 Avg Close — Range —
Q4 2021
Shares 2,832 Value ($000) $322 Avg Close — Range —
Q3 2021
Shares 2,832 Value ($000) $295 Avg Close — Range —
Q2 2021
Shares 7,912 Value ($000) $823 Avg Close — Range —
Q1 2021
Shares 69,606 Value ($000) $6,684 Avg Close — Range —
Q4 2020
Shares 62,905 Value ($000) $5,721 Avg Close — Range —
Q3 2020
Shares 64,285 Value ($000) $5,183 Avg Close — Range —
Q2 2020
Shares 59,132 Value ($000) $4,382 Avg Close — Range —
Q1 2020
Shares 28,015 Value ($000) $1,716 Avg Close — Range —
Q4 2019
Shares 63,404 Value ($000) $4,870 Avg Close — Range —
Q3 2019
Shares 62,699 Value ($000) $4,620 Avg Close — Range —