SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 507,999 Value ($000) $16,571 Avg Close Range
Q3 2025
Shares 495,381 Value ($000) $15,808 Avg Close Range
Q2 2025
Shares 478,119 Value ($000) $13,966 Avg Close Range
Q1 2025
Shares 496,108 Value ($000) $12,423 Avg Close Range
Q4 2024
Shares 484,537 Value ($000) $13,504 Avg Close Range
Q3 2024
Shares 126,624 Value ($000) $13,192 Avg Close Range
Q2 2024
Shares 122,012 Value ($000) $12,304 Avg Close Range
Q1 2024
Shares 112,892 Value ($000) $10,467 Avg Close Range
Q4 2023
Shares 102,898 Value ($000) $8,536 Avg Close Range
Q3 2023
Shares 98,624 Value ($000) $7,172 Avg Close Range
Q2 2023
Shares 100,876 Value ($000) $7,561 Avg Close Range
Q1 2023
Shares 100,213 Value ($000) $6,531 Avg Close Range
Q4 2022
Shares 112,542 Value ($000) $6,253 Avg Close Range
Q3 2022
Shares 125,972 Value ($000) $7,030 Avg Close Range
Q2 2022
Shares 124,025 Value ($000) $7,192 Avg Close Range
Q1 2022
Shares 120,524 Value ($000) $9,018 Avg Close Range
Q4 2021
Shares 56,560 Value ($000) $9,262 Avg Close Range
Q3 2021
Shares 50,939 Value ($000) $7,544 Avg Close Range
Q2 2021
Shares 49,353 Value ($000) $7,204 Avg Close Range
Q1 2021
Shares 49,223 Value ($000) $6,918 Avg Close Range
Q4 2020
Shares 47,082 Value ($000) $6,046 Avg Close Range
Q3 2020
Shares 44,108 Value ($000) $5,080 Avg Close Range