SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 958,031 Value ($000) $25,781 Avg Close — Range —
Q3 2025
Shares 977,104 Value ($000) $25,737 Avg Close — Range —
Q2 2025
Shares 957,527 Value ($000) $23,402 Avg Close — Range —
Q1 2025
Shares 956,160 Value ($000) $21,112 Avg Close — Range —
Q4 2024
Shares 976,078 Value ($000) $22,625 Avg Close — Range —
Q3 2024
Shares 334,004 Value ($000) $22,662 Avg Close — Range —
Q2 2024
Shares 312,937 Value ($000) $20,106 Avg Close — Range —
Q1 2024
Shares 322,145 Value ($000) $19,992 Avg Close — Range —
Q4 2023
Shares 327,380 Value ($000) $18,464 Avg Close — Range —
Q3 2023
Shares 312,759 Value ($000) $15,826 Avg Close — Range —
Q2 2023
Shares 320,771 Value ($000) $16,799 Avg Close — Range —
Q1 2023
Shares 314,054 Value ($000) $15,191 Avg Close — Range —
Q4 2022
Shares 327,380 Value ($000) $18,464 Avg Close — Range —
Q3 2022
Shares 194,834 Value ($000) $8,251 Avg Close — Range —
Q2 2022
Shares 189,432 Value ($000) $8,460 Avg Close — Range —
Q1 2022
Shares 183,595 Value ($000) $9,887 Avg Close — Range —
Q4 2021
Shares 90,174 Value ($000) $10,264 Avg Close — Range —
Q3 2021
Shares 87,702 Value ($000) $9,124 Avg Close — Range —
Q2 2021
Shares 87,508 Value ($000) $9,098 Avg Close — Range —
Q1 2021
Shares 80,891 Value ($000) $7,768 Avg Close — Range —
Q4 2020
Shares 73,714 Value ($000) $6,704 Avg Close — Range —
Q3 2020
Shares 69,834 Value ($000) $5,631 Avg Close — Range —
Q2 2020
Shares 67,343 Value ($000) $4,990 Avg Close — Range —
Q1 2020
Shares 54,083 Value ($000) $3,313 Avg Close — Range —
Q4 2019
Shares 47,313 Value ($000) $3,634 Avg Close — Range —
Q3 2019
Shares 36,536 Value ($000) $2,591 Avg Close — Range —
Q2 2019
Shares 24,485 Value ($000) $1,719 Avg Close — Range —