SCHWAB STRATEGIC TR

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

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 498,411 Value ($000) $14,758 Avg Close Range
Q3 2025
Shares 503,260 Value ($000) $14,650 Avg Close Range
Q2 2025
Shares 522,059 Value ($000) $14,445 Avg Close Range
Q1 2025
Shares 532,047 Value ($000) $14,142 Avg Close Range
Q4 2024
Shares 524,112 Value ($000) $13,664 Avg Close Range
Q3 2024
Shares 174,640 Value ($000) $14,010 Avg Close Range
Q2 2024
Shares 175,695 Value ($000) $13,015 Avg Close Range
Q1 2024
Shares 177,784 Value ($000) $13,508 Avg Close Range
Q4 2023
Shares 180,854 Value ($000) $12,678 Avg Close Range
Q3 2023
Shares 181,954 Value ($000) $11,729 Avg Close Range
Q2 2023
Shares 185,662 Value ($000) $12,456 Avg Close Range
Q1 2023
Shares 202,715 Value ($000) $13,294 Avg Close Range
Q4 2022
Shares 181,223 Value ($000) $11,964 Avg Close Range
Q3 2022
Shares 84,367 Value ($000) $5,669 Avg Close Range
Q2 2022
Shares 47,726 Value ($000) $2,979 Avg Close Range
Q1 2022
Shares 19,880 Value ($000) $1,415 Avg Close Range
Q4 2021
Shares 17,257 Value ($000) $1,229 Avg Close Range
Q3 2021
Shares 16,009 Value ($000) $884 Avg Close Range
Q2 2021
Shares 14,601 Value ($000) $806 Avg Close Range
Q1 2021
Shares 13,752 Value ($000) $759 Avg Close Range
Q4 2020
Shares 13,187 Value ($000) $728 Avg Close Range
Q3 2020
Shares 12,606 Value ($000) $658 Avg Close Range
Q2 2020
Shares 12,372 Value ($000) $620 Avg Close Range
Q1 2020
Shares 15,837 Value ($000) $701 Avg Close Range
Q4 2019
Shares 9,234 Value ($000) $555 Avg Close Range
Q3 2019
Shares 9,352 Value ($000) $531 Avg Close Range
Q2 2019
Shares 9,346 Value ($000) $525 Avg Close Range
Q1 2019
Shares 82,339 Value ($000) $4,507 Avg Close Range
Q4 2018
Shares 9,258 Value ($000) $456 Avg Close Range