SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 10,098 Value ($000) $299 Avg Close — Range —
Q3 2025
Shares 12,411 Value ($000) $361 Avg Close — Range —
Q2 2025
Shares 12,751 Value ($000) $353 Avg Close — Range —
Q1 2025
Shares 12,751 Value ($000) $339 Avg Close — Range —
Q4 2024
Shares 113,367 Value ($000) $2,955 Avg Close — Range —
Q3 2024
Shares 4,165 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 4,078 Value ($000) $302 Avg Close — Range —
Q1 2024
Shares 4,777 Value ($000) $363 Avg Close — Range —
Q4 2023
Shares 4,777 Value ($000) $335 Avg Close — Range —
Q3 2023
Shares 5,237 Value ($000) $338 Avg Close — Range —
Q2 2023
Shares 5,237 Value ($000) $351 Avg Close — Range —
Q1 2023
Shares 3,865 Value ($000) $253 Avg Close — Range —
Q4 2022
Shares 5,227 Value ($000) $345 Avg Close — Range —
Q3 2022
Shares 4,539 Value ($000) $266 Avg Close — Range —
Q4 2021
Shares 2,746 Value ($000) $201 Avg Close — Range —
Q4 2019
Shares 37,969 Value ($000) $2,283 Avg Close — Range —
Q1 2019
Shares 6,268 Value ($000) $343 Avg Close — Range —
Q4 2018
Shares 4,409 Value ($000) $233 Avg Close — Range —