SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 11,012 Value ($000) $296 Avg Close Range
Q3 2025
Shares 10,952 Value ($000) $288 Avg Close Range
Q2 2025
Shares 22,482 Value ($000) $549 Avg Close Range
Q1 2025
Shares 22,482 Value ($000) $496 Avg Close Range
Q4 2024
Shares 22,482 Value ($000) $521 Avg Close Range
Q3 2024
Shares 22,482 Value ($000) $515 Avg Close Range
Q2 2024
Shares 4,162 Value ($000) $278 Avg Close Range
Q1 2024
Shares 10,748 Value ($000) $641 Avg Close Range
Q4 2023
Shares 11,468 Value ($000) $658 Avg Close Range
Q3 2023
Shares 11,438 Value ($000) $585 Avg Close Range
Q2 2023
Shares 11,438 Value ($000) $600 Avg Close Range
Q1 2023
Shares 11,407 Value ($000) $557 Avg Close Range
Q4 2022
Shares 11,387 Value ($000) $539 Avg Close Range
Q3 2022
Shares 11,418 Value ($000) $511 Avg Close Range
Q2 2022
Shares 11,247 Value ($000) $547 Avg Close Range
Q1 2022
Shares 11,102 Value ($000) $566 Avg Close Range
Q4 2021
Shares 5,807 Value ($000) $647 Avg Close Range
Q3 2021
Shares 5,869 Value ($000) $635 Avg Close Range
Q2 2021
Shares 6,243 Value ($000) $660 Avg Close Range
Q1 2021
Shares 12,331 Value ($000) $1,215 Avg Close Range
Q4 2020
Shares 16,467 Value ($000) $1,574 Avg Close Range
Q3 2020
Shares 16,917 Value ($000) $1,347 Avg Close Range
Q2 2020
Shares 16,974 Value ($000) $1,368 Avg Close Range
Q1 2020
Shares 17,162 Value ($000) $1,140 Avg Close Range
Q4 2019
Shares 26,117 Value ($000) $2,046 Avg Close Range
Q3 2019
Shares 26,103 Value ($000) $1,957 Avg Close Range