SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Clear Point Advisors Inc.'s Holding History (CIK: 0002010474)

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

Q4 2025
Shares 79,585 Value ($000) $2,142 Avg Close — Range —
Q3 2025
Shares 85,364 Value ($000) $2,248 Avg Close — Range —
Q2 2025
Shares 87,902 Value ($000) $2,148 Avg Close — Range —
Q1 2025
Shares 88,027 Value ($000) $1,944 Avg Close — Range —
Q4 2024
Shares 87,828 Value ($000) $2,036 Avg Close — Range —
Q3 2024
Shares 29,349 Value ($000) $1,991 Avg Close — Range —
Q2 2024
Shares 29,140 Value ($000) $1,872 Avg Close — Range —
Q1 2024
Shares 29,784 Value ($000) $1,848 Avg Close — Range —
Q4 2023
Shares 29,624 Value ($000) $1,672 Avg Close — Range —