SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 19,334 Value ($000) $631 Avg Close Range
Q3 2025
Shares 20,387 Value ($000) $651 Avg Close Range
Q2 2025
Shares 19,334 Value ($000) $565 Avg Close Range
Q1 2025
Shares 28,136 Value ($000) $705 Avg Close Range
Q4 2024
Shares 28,076 Value ($000) $782 Avg Close Range
Q3 2024
Shares 7,019 Value ($000) $731 Avg Close Range
Q2 2024
Shares 7,019 Value ($000) $708 Avg Close Range
Q1 2024
Shares 7,019 Value ($000) $651 Avg Close Range
Q4 2023
Shares 7,019 Value ($000) $582 Avg Close Range
Q3 2023
Shares 7,019 Value ($000) $510 Avg Close Range
Q2 2023
Shares 7,294 Value ($000) $547 Avg Close Range
Q1 2023
Shares 7,294 Value ($000) $475 Avg Close Range
Q4 2022
Shares 7,293 Value ($000) $405 Avg Close Range
Q3 2022
Shares 7,632 Value ($000) $426 Avg Close Range
Q2 2022
Shares 7,291 Value ($000) $423 Avg Close Range
Q1 2022
Shares 7,502 Value ($000) $561 Avg Close Range
Q4 2021
Shares 3,751 Value ($000) $614 Avg Close Range
Q3 2021
Shares 3,750 Value ($000) $555 Avg Close Range
Q2 2021
Shares 3,830 Value ($000) $559 Avg Close Range
Q1 2021
Shares 3,830 Value ($000) $497 Avg Close Range
Q4 2020
Shares 3,829 Value ($000) $492 Avg Close Range
Q3 2020
Shares 3,828 Value ($000) $441 Avg Close Range
Q2 2020
Shares 3,828 Value ($000) $389 Avg Close Range
Q1 2020
Shares 4,373 Value ($000) $348 Avg Close Range
Q4 2019
Shares 4,456 Value ($000) $414 Avg Close Range
Q3 2019
Shares 4,454 Value ($000) $374 Avg Close Range
Q2 2019
Shares 4,451 Value ($000) $370 Avg Close Range
Q1 2019
Shares 4,451 Value ($000) $354 Avg Close Range
Q4 2018
Shares 5,373 Value ($000) $370 Avg Close Range
Q3 2018
Shares 4,706 Value ($000) $386 Avg Close Range
Q2 2018
Shares 4,465 Value ($000) $338 Avg Close Range
Q1 2018
Shares 4,527 Value ($000) $325 Avg Close Range
Q4 2017
Shares 4,525 Value ($000) $320 Avg Close Range