SCHWAB STRATEGIC TR

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

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 42,527 Value ($000) $1,259 Avg Close — Range —
Q3 2025
Shares 42,697 Value ($000) $1,243 Avg Close — Range —
Q2 2025
Shares 43,157 Value ($000) $1,194 Avg Close — Range —
Q1 2025
Shares 45,163 Value ($000) $1,200 Avg Close — Range —
Q4 2024
Shares 44,515 Value ($000) $1,161 Avg Close — Range —
Q3 2024
Shares 15,382 Value ($000) $1,236 Avg Close — Range —
Q2 2024
Shares 15,577 Value ($000) $1,154 Avg Close — Range —
Q1 2024
Shares 16,135 Value ($000) $1,226 Avg Close — Range —
Q4 2023
Shares 16,743 Value ($000) $1,174 Avg Close — Range —
Q3 2023
Shares 16,886 Value ($000) $1,088 Avg Close — Range —
Q2 2023
Shares 16,886 Value ($000) $1,133 Avg Close — Range —
Q1 2023
Shares 16,931 Value ($000) $1,110 Avg Close — Range —
Q4 2022
Shares 17,310 Value ($000) $1,143 Avg Close — Range —
Q3 2022
Shares 18,415 Value ($000) $1,077 Avg Close — Range —
Q2 2022
Shares 19,270 Value ($000) $1,203 Avg Close — Range —
Q1 2022
Shares 19,098 Value ($000) $1,363 Avg Close — Range —
Q4 2021
Shares 19,164 Value ($000) $1,403 Avg Close — Range —
Q3 2021
Shares 20,181 Value ($000) $1,362 Avg Close — Range —
Q2 2021
Shares 19,990 Value ($000) $1,367 Avg Close — Range —
Q1 2021
Shares 15,645 Value ($000) $1,021 Avg Close — Range —
Q4 2020
Shares 13,220 Value ($000) $787 Avg Close — Range —
Q3 2020
Shares 10,957 Value ($000) $572 Avg Close — Range —
Q2 2020
Shares 10,828 Value ($000) $543 Avg Close — Range —
Q1 2020
Shares 13,832 Value ($000) $612 Avg Close — Range —
Q4 2019
Shares 14,882 Value ($000) $895 Avg Close — Range —
Q3 2019
Shares 14,941 Value ($000) $848 Avg Close — Range —
Q2 2019
Shares 14,299 Value ($000) $803 Avg Close — Range —
Q1 2019
Shares 15,213 Value ($000) $833 Avg Close — Range —
Q4 2018
Shares 15,886 Value ($000) $783 Avg Close — Range —
Q3 2018
Shares 9,405 Value ($000) $527 Avg Close — Range —
Q2 2018
Shares 9,352 Value ($000) $497 Avg Close — Range —
Q1 2018
Shares 8,607 Value ($000) $455 Avg Close — Range —
Q4 2017
Shares 5,585 Value ($000) $305 Avg Close — Range —