SCHWAB STRATEGIC TR

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

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 6,836 Value ($000) $202 Avg Close Range
Q3 2025
Shares 7,509 Value ($000) $219 Avg Close Range
Q2 2025
Shares 7,519 Value ($000) $208 Avg Close Range
Q1 2025
Shares 8,144 Value ($000) $210 Avg Close Range
Q4 2024
Shares 11,369 Value ($000) $296 Avg Close Range
Q3 2024
Shares 3,814 Value ($000) $307 Avg Close Range
Q2 2024
Shares 4,374 Value ($000) $324 Avg Close Range
Q1 2024
Shares 4,558 Value ($000) $346 Avg Close Range
Q4 2023
Shares 5,050 Value ($000) $354 Avg Close Range
Q3 2023
Shares 5,655 Value ($000) $365 Avg Close Range
Q2 2023
Shares 5,710 Value ($000) $383 Avg Close Range
Q1 2023
Shares 6,717 Value ($000) $441 Avg Close Range
Q4 2022
Shares 73,898 Value ($000) $4,879 Avg Close Range
Q3 2022
Shares 48,311 Value ($000) $2,827 Avg Close Range
Q2 2022
Shares 142,934 Value ($000) $8,922 Avg Close Range
Q1 2022
Shares 158,823 Value ($000) $11,338 Avg Close Range
Q4 2021
Shares 121,543 Value ($000) $8,899 Avg Close Range
Q3 2021
Shares 149,347 Value ($000) $10,078 Avg Close Range
Q2 2021
Shares 185,704 Value ($000) $12,697 Avg Close Range
Q1 2021
Shares 148,838 Value ($000) $9,716 Avg Close Range
Q4 2020
Shares 132,519 Value ($000) $7,889 Avg Close Range
Q3 2020
Shares 125,817 Value ($000) $6,566 Avg Close Range
Q2 2020
Shares 276,575 Value ($000) $13,859 Avg Close Range
Q1 2020
Shares 71,382 Value ($000) $3,160 Avg Close Range
Q4 2019
Shares 212,620 Value ($000) $12,783 Avg Close Range
Q3 2019
Shares 190,106 Value ($000) $11,152 Avg Close Range
Q2 2019
Shares 183,906 Value ($000) $10,324 Avg Close Range