SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q2 2025
Shares 12,081 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 12,496 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 13,141 Value ($000) $364 Avg Close — Range —
Q3 2024
Shares 4,127 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 4,666 Value ($000) $363 Avg Close — Range —
Q1 2024
Shares 5,168 Value ($000) $421 Avg Close — Range —
Q4 2023
Shares 5,163 Value ($000) $389 Avg Close — Range —
Q3 2023
Shares 5,152 Value ($000) $349 Avg Close — Range —
Q2 2023
Shares 5,913 Value ($000) $420 Avg Close — Range —
Q1 2023
Shares 6,010 Value ($000) $408 Avg Close — Range —
Q4 2022
Shares 6,849 Value ($000) $449 Avg Close — Range —
Q3 2022
Shares 9,457 Value ($000) $572 Avg Close — Range —
Q2 2022
Shares 18,482 Value ($000) $1,159 Avg Close — Range —
Q1 2022
Shares 23,340 Value ($000) $1,771 Avg Close — Range —
Q4 2021
Shares 24,094 Value ($000) $1,938 Avg Close — Range —
Q3 2021
Shares 22,745 Value ($000) $1,744 Avg Close — Range —
Q2 2021
Shares 21,189 Value ($000) $1,658 Avg Close — Range —
Q1 2021
Shares 19,192 Value ($000) $1,428 Avg Close — Range —
Q4 2020
Shares 18,166 Value ($000) $1,239 Avg Close — Range —
Q3 2020
Shares 16,711 Value ($000) $927 Avg Close — Range —
Q2 2020
Shares 13,821 Value ($000) $727 Avg Close — Range —
Q1 2020
Shares 7,839 Value ($000) $330 Avg Close — Range —
Q4 2019
Shares 2,455 Value ($000) $148 Avg Close — Range —
Q3 2019
Shares 439 Value ($000) $25 Avg Close — Range —
Q2 2019
Shares 439 Value ($000) $25 Avg Close — Range —
Q1 2019
Shares 439 Value ($000) $24 Avg Close — Range —
Q4 2018
Shares 439 Value ($000) $21 Avg Close — Range —
Q3 2018
Shares 439 Value ($000) $25 Avg Close — Range —
Q1 2018
Shares 3,282 Value ($000) $169 Avg Close — Range —
Q4 2017
Shares 3,272 Value ($000) $178 Avg Close — Range —
Q3 2017
Shares 437 Value ($000) $22 Avg Close — Range —
Q2 2017
Shares 388 Value ($000) $19 Avg Close — Range —
Q1 2017
Shares 387 Value ($000) $18 Avg Close — Range —
Q4 2016
Shares 386 Value ($000) $18 Avg Close — Range —