SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Marotta Asset Management's Holding History (CIK: 0001802091)

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

Q4 2025
Shares 35,188 Value ($000) $1,148 Avg Close — Range —
Q3 2025
Shares 40,731 Value ($000) $1,307 Avg Close — Range —
Q2 2025
Shares 41,557 Value ($000) $1,214 Avg Close — Range —
Q1 2025
Shares 11,939 Value ($000) $1,244 Avg Close — Range —
Q4 2024
Shares 45,582 Value ($000) $1,269 Avg Close — Range —
Q3 2024
Shares 11,939 Value ($000) $1,244 Avg Close — Range —
Q2 2024
Shares 14,183 Value ($000) $1,442 Avg Close — Range —
Q1 2024
Shares 14,247 Value ($000) $1,321 Avg Close — Range —
Q4 2023
Shares 14,854 Value ($000) $1,232 Avg Close — Range —
Q3 2023
Shares 14,948 Value ($000) $1,087 Avg Close — Range —
Q2 2023
Shares 15,799 Value ($000) $1,184 Avg Close — Range —
Q4 2022
Shares 16,609 Value ($000) $923 Avg Close — Range —
Q3 2022
Shares 17,275 Value ($000) $964,118 Avg Close — Range —
Q2 2022
Shares 18,804 Value ($000) $1,102,667 Avg Close — Range —
Q1 2022
Shares 21,650 Value ($000) $1,619,853 Avg Close — Range —
Q4 2021
Shares 12,834 Value ($000) $2,101,568 Avg Close — Range —
Q3 2021
Shares 13,248 Value ($000) $1,961,896 Avg Close — Range —
Q2 2021
Shares 12,663 Value ($000) $1,855,003 Avg Close — Range —
Q1 2021
Shares 12,850 Value ($000) $1,697,228 Avg Close — Range —
Q4 2020
Shares 12,558 Value ($000) $1,612,573 Avg Close — Range —
Q3 2020
Shares 14,383 Value ($000) $1,656,490 Avg Close — Range —
Q2 2020
Shares 29,471 Value ($000) $2,992,485 Avg Close — Range —
Q1 2020
Shares 35,930 Value ($000) $2,730,321 Avg Close — Range —
Q4 2019
Shares 33,447 Value ($000) $3,233,656 Avg Close — Range —