SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 20,085 Value ($000) $540 Avg Close Range
Q3 2025
Shares 20,078 Value ($000) $529 Avg Close Range
Q2 2025
Shares 20,071 Value ($000) $491 Avg Close Range
Q1 2025
Shares 20,020 Value ($000) $442 Avg Close Range
Q4 2024
Shares 20,013 Value ($000) $464 Avg Close Range
Q3 2024
Shares 7,175 Value ($000) $486 Avg Close Range
Q2 2024
Shares 7,676 Value ($000) $493 Avg Close Range
Q1 2024
Shares 13,617 Value ($000) $845 Avg Close Range
Q4 2023
Shares 13,734 Value ($000) $775 Avg Close Range
Q3 2023
Shares 16,731 Value ($000) $847 Avg Close Range
Q2 2023
Shares 16,725 Value ($000) $876 Avg Close Range
Q1 2023
Shares 25,965 Value ($000) $1,256 Avg Close Range
Q4 2022
Shares 68,004 Value ($000) $3,070 Avg Close Range
Q3 2022
Shares 272,191 Value ($000) $11,527 Avg Close Range
Q2 2022
Shares 346,993 Value ($000) $15,497 Avg Close Range
Q1 2022
Shares 394,653 Value ($000) $21,252 Avg Close Range
Q4 2021
Shares 201,868 Value ($000) $22,977 Avg Close Range
Q3 2021
Shares 208,015 Value ($000) $21,640 Avg Close Range
Q2 2021
Shares 216,136 Value ($000) $22,472 Avg Close Range
Q1 2021
Shares 222,500 Value ($000) $21,367 Avg Close Range
Q4 2020
Shares 227,236 Value ($000) $20,667 Avg Close Range
Q3 2020
Shares 276,045 Value ($000) $22,258 Avg Close Range
Q2 2020
Shares 288,885 Value ($000) $21,406 Avg Close Range
Q1 2020
Shares 293,289 Value ($000) $17,964 Avg Close Range
Q4 2019
Shares 275,505 Value ($000) $21,162 Avg Close Range
Q3 2019
Shares 296,653 Value ($000) $21,042 Avg Close Range
Q2 2019
Shares 293,446 Value ($000) $20,597 Avg Close Range
Q1 2019
Shares 238,704 Value ($000) $16,139 Avg Close Range
Q4 2018
Shares 268,649 Value ($000) $16,038 Avg Close Range
Q3 2018
Shares 252,840 Value ($000) $17,588 Avg Close Range