SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Joseph Group Capital Management's Holding History (CIK: 0001910383)

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

Q4 2025
Shares 116,191 Value ($000) $3,790 Avg Close — Range —
Q3 2025
Shares 126,891 Value ($000) $4,049 Avg Close — Range —
Q2 2025
Shares 116,482 Value ($000) $3,402 Avg Close — Range —
Q1 2025
Shares 116,429 Value ($000) $2,915 Avg Close — Range —
Q4 2024
Shares 110,834 Value ($000) $3,089 Avg Close — Range —
Q3 2024
Shares 28,324 Value ($000) $2,951 Avg Close — Range —
Q2 2024
Shares 28,379 Value ($000) $2,862 Avg Close — Range —
Q1 2024
Shares 28,635 Value ($000) $2,655 Avg Close — Range —
Q4 2023
Shares 28,604 Value ($000) $2,373 Avg Close — Range —
Q3 2023
Shares 32,363 Value ($000) $2,353 Avg Close — Range —
Q2 2023
Shares 31,561 Value ($000) $2,365 Avg Close — Range —
Q1 2023
Shares 31,865 Value ($000) $2,077 Avg Close — Range —
Q4 2022
Shares 26,858 Value ($000) $1,492 Avg Close — Range —
Q3 2022
Shares 25,286 Value ($000) $1,411 Avg Close — Range —
Q2 2022
Shares 23,616 Value ($000) $1,369 Avg Close — Range —
Q1 2022
Shares 20,092 Value ($000) $1,503 Avg Close — Range —
Q4 2021
Shares 8,538 Value ($000) $1,398 Avg Close — Range —