SCHWAB STRATEGIC TR

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

Joseph P. Lucia & Associates, LLC's Holding History (CIK: 0001775391)

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

Q4 2025
Shares 69,497 Value ($000) $2,090 Avg Close — Range —
Q3 2025
Shares 74,426 Value ($000) $2,206 Avg Close — Range —
Q2 2025
Shares 74,987 Value ($000) $2,103 Avg Close — Range —
Q1 2025
Shares 77,079 Value ($000) $2,019 Avg Close — Range —
Q4 2024
Shares 77,709 Value ($000) $2,153 Avg Close — Range —
Q3 2024
Shares 26,721 Value ($000) $2,220 Avg Close — Range —
Q2 2024
Shares 27,073 Value ($000) $2,107 Avg Close — Range —
Q1 2024
Shares 27,725 Value ($000) $2,258 Avg Close — Range —
Q4 2023
Shares 28,743 Value ($000) $2,165 Avg Close — Range —
Q3 2023
Shares 28,741 Value ($000) $1,945 Avg Close — Range —
Q2 2023
Shares 28,997 Value ($000) $2,060 Avg Close — Range —
Q1 2023
Shares 30,295 Value ($000) $2,056 Avg Close — Range —
Q4 2022
Shares 30,105 Value ($000) $1,975 Avg Close — Range —
Q3 2022
Shares 31,624 Value ($000) $1,914 Avg Close — Range —
Q2 2022
Shares 31,737 Value ($000) $1,991 Avg Close — Range —
Q1 2022
Shares 33,572 Value ($000) $2,547 Avg Close — Range —
Q4 2021
Shares 34,608 Value ($000) $2,784 Avg Close — Range —
Q3 2021
Shares 34,668 Value ($000) $2,658 Avg Close — Range —
Q2 2021
Shares 34,771 Value ($000) $2,722 Avg Close — Range —
Q1 2021
Shares 34,550 Value ($000) $2,572 Avg Close — Range —
Q4 2020
Shares 34,255 Value ($000) $2,336 Avg Close — Range —
Q3 2020
Shares 34,432 Value ($000) $1,910 Avg Close — Range —
Q2 2020
Shares 35,746 Value ($000) $1,881 Avg Close — Range —
Q1 2020
Shares 36,770 Value ($000) $1,550 Avg Close — Range —
Q4 2019
Shares 38,131 Value ($000) $2,294 Avg Close — Range —
Q3 2019
Shares 38,366 Value ($000) $2,169 Avg Close — Range —
Q2 2019
Shares 39,543 Value ($000) $2,258 Avg Close — Range —
Q1 2019
Shares 2,005,756 Value ($000) $35,326 Avg Close — Range —