SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Soltis Investment Advisors LLC's Holding History (CIK: 0001802530)

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

Q4 2025
Shares 12,242 Value ($000) $329 Avg Close Range
Q3 2025
Shares 11,776 Value ($000) $310 Avg Close Range
Q2 2025
Shares 11,776 Value ($000) $288 Avg Close Range
Q1 2025
Shares 15,053 Value ($000) $332 Avg Close Range
Q4 2024
Shares 11,718 Value ($000) $272 Avg Close Range
Q3 2024
Shares 4,003 Value ($000) $272 Avg Close Range
Q2 2024
Shares 3,906 Value ($000) $251 Avg Close Range
Q1 2024
Shares 3,966 Value ($000) $246 Avg Close Range
Q4 2023
Shares 3,966 Value ($000) $224 Avg Close Range
Q2 2023
Shares 3,863 Value ($000) $202 Avg Close Range
Q1 2023
Shares 5,059 Value ($000) $245 Avg Close Range