SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 107,087 Value ($000) $3,493 Avg Close Range
Q3 2025
Shares 108,134 Value ($000) $3,432 Avg Close Range
Q2 2025
Shares 40,800 Value ($000) $1,191 Avg Close Range
Q1 2025
Shares 40,500 Value ($000) $1,006 Avg Close Range
Q4 2024
Shares 40,500 Value ($000) $1,129 Avg Close Range
Q3 2024
Shares 9,681 Value ($000) $996 Avg Close Range
Q2 2024
Shares 9,681 Value ($000) $1,013 Avg Close Range
Q1 2024
Shares 2,991 Value ($000) $277 Avg Close Range
Q4 2023
Shares 2,991 Value ($000) $241 Avg Close Range
Q3 2023
Shares 2,991 Value ($000) $218 Avg Close Range
Q2 2023
Shares 2,991 Value ($000) $224 Avg Close Range
Q1 2022
Shares 2,924 Value ($000) $219 Avg Close Range
Q4 2021
Shares 1,462 Value ($000) $239 Avg Close Range
Q3 2021
Shares 1,462 Value ($000) $217 Avg Close Range
Q2 2021
Shares 1,462 Value ($000) $213 Avg Close Range