SCHWAB STRATEGIC TR

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

Balanced Rock Investment Advisors LLC's Holding History (CIK: 0002011851)

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

Q4 2024
Shares 8,273 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 2,766 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 2,766 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 4,129 Value ($000) $314 Avg Close — Range —
Q4 2023
Shares 7,299 Value ($000) $512 Avg Close — Range —