SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 463,758 Value ($000) $15,128 Avg Close Range
Q3 2025
Shares 480,307 Value ($000) $15,327 Avg Close Range
Q2 2025
Shares 503,305 Value ($000) $14,702 Avg Close Range
Q1 2025
Shares 508,542 Value ($000) $12,734 Avg Close Range
Q4 2024
Shares 535,870 Value ($000) $14,935 Avg Close Range
Q3 2024
Shares 135,558 Value ($000) $14,108 Avg Close Range
Q2 2024
Shares 143,501 Value ($000) $14,471 Avg Close Range
Q1 2024
Shares 144,527 Value ($000) $13,401 Avg Close Range
Q4 2023
Shares 156,825 Value ($000) $13,010 Avg Close Range
Q3 2023
Shares 161,055 Value ($000) $11,712 Avg Close Range
Q2 2023
Shares 163,472 Value ($000) $12,252 Avg Close Range
Q1 2023
Shares 215,857 Value ($000) $14,067 Avg Close Range
Q4 2022
Shares 198,739 Value ($000) $11,042 Avg Close Range
Q3 2022
Shares 92,018 Value ($000) $5,136 Avg Close Range
Q2 2022
Shares 55,038 Value ($000) $3,192 Avg Close Range
Q1 2022
Shares 21,414 Value ($000) $1,602 Avg Close Range
Q4 2021
Shares 7,927 Value ($000) $1,298 Avg Close Range
Q3 2021
Shares 7,589 Value ($000) $1,124 Avg Close Range
Q2 2021
Shares 7,356 Value ($000) $1,074 Avg Close Range
Q1 2021
Shares 6,923 Value ($000) $563 Avg Close Range
Q4 2020
Shares 6,671 Value ($000) $543 Avg Close Range
Q3 2020
Shares 6,401 Value ($000) $737 Avg Close Range
Q2 2020
Shares 6,820 Value ($000) $693 Avg Close Range
Q1 2020
Shares 6,995 Value ($000) $557 Avg Close Range
Q4 2019
Shares 5,031 Value ($000) $467 Avg Close Range
Q3 2019
Shares 5,046 Value ($000) $424 Avg Close Range
Q2 2019
Shares 5,366 Value ($000) $447 Avg Close Range
Q1 2019
Shares 5,555 Value ($000) $441 Avg Close Range
Q4 2018
Shares 5,442 Value ($000) $375 Avg Close Range