SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 181,109 Value ($000) $5,908 Avg Close — Range —
Q3 2025
Shares 115,191 Value ($000) $3,676 Avg Close — Range —
Q2 2025
Shares 116,155 Value ($000) $3,393 Avg Close — Range —
Q1 2025
Shares 121,725 Value ($000) $3,048 Avg Close — Range —
Q4 2024
Shares 969,526 Value ($000) $27,021 Avg Close — Range —
Q3 2024
Shares 31,575 Value ($000) $3,289 Avg Close — Range —
Q2 2024
Shares 34,699 Value ($000) $3,499 Avg Close — Range —
Q1 2024
Shares 40,533 Value ($000) $3,758 Avg Close — Range —
Q4 2023
Shares 41,279 Value ($000) $3,425 Avg Close — Range —
Q3 2023
Shares 36,357 Value ($000) $2,644 Avg Close — Range —
Q2 2023
Shares 15,950 Value ($000) $1,195 Avg Close — Range —
Q1 2023
Shares 14,110 Value ($000) $920 Avg Close — Range —
Q4 2022
Shares 11,559 Value ($000) $642 Avg Close — Range —
Q3 2022
Shares 11,551 Value ($000) $645 Avg Close — Range —
Q4 2019
Shares 57,718 Value ($000) $5,363 Avg Close — Range —
Q1 2017
Shares 17,405 Value ($000) $1,048 Avg Close — Range —