SCHWAB STRATEGIC TR

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

Rockbridge Investment Management, LCC's Holding History (CIK: 0001821984)

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

Q4 2025
Shares 14,109 Value ($000) $418 Avg Close Range
Q3 2025
Shares 15,029 Value ($000) $437 Avg Close Range
Q2 2025
Shares 15,029 Value ($000) $416 Avg Close Range
Q1 2025
Shares 15,029 Value ($000) $399 Avg Close Range
Q4 2024
Shares 14,574 Value ($000) $380 Avg Close Range
Q3 2024
Shares 5,258 Value ($000) $423 Avg Close Range
Q2 2024
Shares 5,258 Value ($000) $390 Avg Close Range
Q1 2024
Shares 5,238 Value ($000) $398 Avg Close Range
Q4 2023
Shares 5,238 Value ($000) $367 Avg Close Range
Q3 2023
Shares 5,224 Value ($000) $337 Avg Close Range
Q2 2023
Shares 5,224 Value ($000) $350 Avg Close Range
Q1 2023
Shares 5,224 Value ($000) $343 Avg Close Range
Q4 2022
Shares 5,224 Value ($000) $345 Avg Close Range
Q3 2022
Shares 5,215 Value ($000) $305 Avg Close Range
Q2 2022
Shares 5,233 Value ($000) $327 Avg Close Range
Q1 2022
Shares 7,891 Value ($000) $565 Avg Close Range
Q4 2021
Shares 7,899 Value ($000) $578 Avg Close Range
Q3 2021
Shares 7,380 Value ($000) $498 Avg Close Range
Q2 2021
Shares 7,380 Value ($000) $505 Avg Close Range
Q1 2021
Shares 7,380 Value ($000) $482 Avg Close Range
Q4 2020
Shares 7,380 Value ($000) $439 Avg Close Range
Q3 2020
Shares 8,399 Value ($000) $438 Avg Close Range
Q2 2020
Shares 8,399 Value ($000) $421 Avg Close Range