SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 357,136 Value ($000) $9,611 Avg Close — Range —
Q3 2025
Shares 376,924 Value ($000) $9,928 Avg Close — Range —
Q2 2025
Shares 386,635 Value ($000) $9,449 Avg Close — Range —
Q1 2025
Shares 405,727 Value ($000) $8,958 Avg Close — Range —
Q4 2024
Shares 414,961 Value ($000) $9,619 Avg Close — Range —
Q3 2024
Shares 133,041 Value ($000) $9,027 Avg Close — Range —
Q2 2024
Shares 134,933 Value ($000) $8,669 Avg Close — Range —
Q1 2024
Shares 136,711 Value ($000) $8,484 Avg Close — Range —
Q4 2023
Shares 136,877 Value ($000) $7,720 Avg Close — Range —
Q3 2023
Shares 140,133 Value ($000) $7,091 Avg Close — Range —
Q2 2023
Shares 144,805 Value ($000) $7,583 Avg Close — Range —
Q1 2023
Shares 144,497 Value ($000) $6,989 Avg Close — Range —
Q4 2022
Shares 147,125 Value ($000) $6,643 Avg Close — Range —
Q3 2022
Shares 150,267 Value ($000) $6,364 Avg Close — Range —
Q2 2022
Shares 151,089 Value ($000) $6,748 Avg Close — Range —
Q1 2022
Shares 154,565 Value ($000) $8,323 Avg Close — Range —
Q4 2021
Shares 79,492 Value ($000) $9,048 Avg Close — Range —