SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q4 2025
Shares 673,410 Value ($000) $21,967 Avg Close Range
Q3 2025
Shares 669,666 Value ($000) $21,369 Avg Close Range
Q2 2025
Shares 688,474 Value ($000) $20,110 Avg Close Range
Q1 2025
Shares 669,065 Value ($000) $16,753 Avg Close Range
Q4 2024
Shares 670,229 Value ($000) $18,679 Avg Close Range
Q3 2024
Shares 172,980 Value ($000) $18,021 Avg Close Range
Q2 2024
Shares 187,575 Value ($000) $18,915 Avg Close Range
Q1 2024
Shares 180,372 Value ($000) $16,724 Avg Close Range
Q4 2023
Shares 189,978 Value ($000) $15,761 Avg Close Range
Q3 2023
Shares 186,855 Value ($000) $13,588 Avg Close Range
Q2 2023
Shares 204,439 Value ($000) $15,323 Avg Close Range
Q1 2023
Shares 191,361 Value ($000) $12,471 Avg Close Range
Q4 2022
Shares 167,777 Value ($000) $9,322 Avg Close Range
Q3 2022
Shares 158,068 Value ($000) $8,822 Avg Close Range
Q2 2022
Shares 147,934 Value ($000) $8,579 Avg Close Range
Q1 2022
Shares 137,592 Value ($000) $10,295 Avg Close Range
Q4 2021
Shares 65,010 Value ($000) $10,645 Avg Close Range
Q3 2021
Shares 63,229 Value ($000) $9,364 Avg Close Range
Q2 2021
Shares 61,770 Value ($000) $9,016 Avg Close Range
Q1 2021
Shares 60,457 Value ($000) $7,846 Avg Close Range
Q4 2020
Shares 84,901 Value ($000) $10,902 Avg Close Range
Q3 2020
Shares 81,905 Value ($000) $9,690 Avg Close Range
Q2 2020
Shares 77,540 Value ($000) $7,873 Avg Close Range
Q1 2020
Shares 9,455 Value ($000) $753 Avg Close Range