SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q2 2025
Shares 611 Value ($000) $15 Avg Close — Range —
Q4 2024
Shares 611 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 204 Value ($000) $14 Avg Close — Range —
Q2 2024
Shares 204 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 1,906 Value ($000) $118 Avg Close — Range —
Q4 2023
Shares 1,906 Value ($000) $107 Avg Close — Range —
Q3 2023
Shares 1,905 Value ($000) $96 Avg Close — Range —
Q2 2023
Shares 1,904 Value ($000) $100 Avg Close — Range —
Q1 2023
Shares 1,903 Value ($000) $92 Avg Close — Range —
Q4 2022
Shares 1,902 Value ($000) $86 Avg Close — Range —
Q3 2022
Shares 1,901 Value ($000) $80,515 Avg Close — Range —
Q2 2020
Shares 10,809 Value ($000) $801 Avg Close — Range —
Q1 2020
Shares 19,348 Value ($000) $1,185 Avg Close — Range —
Q4 2019
Shares 20,944 Value ($000) $1,609 Avg Close — Range —
Q3 2019
Shares 21,439 Value ($000) $1,521 Avg Close — Range —
Q2 2019
Shares 21,798 Value ($000) $1,530 Avg Close — Range —
Q1 2019
Shares 37,961 Value ($000) $2,567 Avg Close — Range —
Q4 2018
Shares 38,951 Value ($000) $2,325 Avg Close — Range —