SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 13,288 Value ($000) $433 Avg Close Range
Q3 2025
Shares 13,275 Value ($000) $424 Avg Close Range
Q2 2025
Shares 13,262 Value ($000) $387 Avg Close Range
Q1 2025
Shares 13,781 Value ($000) $345 Avg Close Range
Q4 2024
Shares 13,765 Value ($000) $384 Avg Close Range
Q3 2024
Shares 3,438 Value ($000) $358 Avg Close Range
Q2 2024
Shares 3,431 Value ($000) $346 Avg Close Range
Q1 2024
Shares 3,431 Value ($000) $318 Avg Close Range
Q4 2023
Shares 3,426 Value ($000) $284 Avg Close Range
Q3 2023
Shares 3,422 Value ($000) $249 Avg Close Range
Q2 2023
Shares 3,418 Value ($000) $256 Avg Close Range
Q1 2023
Shares 3,414 Value ($000) $222 Avg Close Range
Q4 2022
Shares 3,145 Value ($000) $175 Avg Close Range
Q3 2022
Shares 3,387 Value ($000) $189 Avg Close Range
Q2 2022
Shares 3,114 Value ($000) $180 Avg Close Range
Q1 2022
Shares 2,513 Value ($000) $188 Avg Close Range
Q4 2021
Shares 18 Value ($000) $2 Avg Close Range
Q2 2021
Shares 62 Value ($000) $9 Avg Close Range
Q1 2021
Shares 62 Value ($000) $8 Avg Close Range
Q4 2020
Shares 35 Value ($000) $4 Avg Close Range