SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 322,496 Value ($000) $8,675 Avg Close — Range —
Q3 2025
Shares 330,062 Value ($000) $8,687 Avg Close — Range —
Q2 2025
Shares 336,281 Value ($000) $8,212 Avg Close — Range —
Q1 2025
Shares 313,453 Value ($000) $6,919 Avg Close — Range —
Q4 2024
Shares 309,258 Value ($000) $7,170 Avg Close — Range —
Q3 2024
Shares 106,346 Value ($000) $7,215 Avg Close — Range —
Q2 2024
Shares 109,756 Value ($000) $7,014 Avg Close — Range —
Q1 2024
Shares 104,950 Value ($000) $6,507 Avg Close — Range —
Q4 2023
Shares 97,723 Value ($000) $5,512 Avg Close — Range —
Q3 2023
Shares 96,589 Value ($000) $4,888 Avg Close — Range —
Q2 2023
Shares 76,225 Value ($000) $3,989 Avg Close — Range —
Q1 2023
Shares 69,655 Value ($000) $3,366 Avg Close — Range —
Q4 2022
Shares 67,191 Value ($000) $3,034 Avg Close — Range —
Q3 2022
Shares 50,291 Value ($000) $2,130 Avg Close — Range —
Q2 2022
Shares 39,888 Value ($000) $1,782 Avg Close — Range —
Q1 2022
Shares 37,906 Value ($000) $2,042,000 Avg Close — Range —
Q4 2021
Shares 24,207 Value ($000) $2,755,000 Avg Close — Range —
Q3 2021
Shares 25,054 Value ($000) $2,608 Avg Close — Range —
Q2 2021
Shares 21,838 Value ($000) $2,273 Avg Close — Range —
Q1 2021
Shares 12,866 Value ($000) $1,236 Avg Close — Range —
Q4 2020
Shares 13,523 Value ($000) $1,230 Avg Close — Range —
Q3 2020
Shares 13,223 Value ($000) $1,066 Avg Close — Range —