SCHWAB STRATEGIC TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 8,485 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 8,386 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 8,774 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 16,238 Value ($000) $425 Avg Close — Range —
Q4 2024
Shares 107,603 Value ($000) $2,982 Avg Close — Range —
Q3 2024
Shares 4,320 Value ($000) $359 Avg Close — Range —
Q2 2024
Shares 6,678 Value ($000) $520 Avg Close — Range —
Q1 2024
Shares 7,173 Value ($000) $584 Avg Close — Range —
Q4 2023
Shares 5,712 Value ($000) $430 Avg Close — Range —
Q3 2023
Shares 6,008 Value ($000) $407 Avg Close — Range —
Q2 2023
Shares 6,940 Value ($000) $493 Avg Close — Range —
Q1 2023
Shares 7,787 Value ($000) $528 Avg Close — Range —
Q4 2022
Shares 8,049 Value ($000) $528 Avg Close — Range —
Q3 2022
Shares 7,703 Value ($000) $466 Avg Close — Range —
Q4 2019
Shares 51,730 Value ($000) $3,112 Avg Close — Range —