SCHWAB STRATEGIC TR

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

Visionary Wealth Advisors's Holding History (CIK: 0001802984)

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

Q4 2025
Shares 310,806 Value ($000) $9,346 Avg Close Range
Q3 2025
Shares 294,747 Value ($000) $8,736 Avg Close Range
Q2 2025
Shares 293,288 Value ($000) $8,227 Avg Close Range
Q1 2025
Shares 277,453 Value ($000) $7,269 Avg Close Range
Q4 2024
Shares 280,272 Value ($000) $7,766 Avg Close Range
Q3 2024
Shares 94,978 Value ($000) $7,892 Avg Close Range
Q2 2024
Shares 95,292 Value ($000) $7,417 Avg Close Range
Q1 2024
Shares 92,460 Value ($000) $7,529 Avg Close Range
Q4 2023
Shares 4,450 Value ($000) $335 Avg Close Range
Q3 2023
Shares 4,750 Value ($000) $322 Avg Close Range
Q2 2023
Shares 4,766 Value ($000) $339 Avg Close Range
Q1 2023
Shares 4,844 Value ($000) $329 Avg Close Range
Q4 2022
Shares 4,938 Value ($000) $0 Avg Close Range
Q3 2022
Shares 4,848 Value ($000) $293 Avg Close Range
Q2 2022
Shares 5,912 Value ($000) $371 Avg Close Range
Q1 2022
Shares 6,365 Value ($000) $483 Avg Close Range
Q4 2021
Shares 6,718 Value ($000) $540 Avg Close Range
Q3 2021
Shares 5,915 Value ($000) $453 Avg Close Range
Q2 2021
Shares 8,291 Value ($000) $649 Avg Close Range
Q1 2021
Shares 8,075 Value ($000) $601 Avg Close Range
Q4 2020
Shares 15,422 Value ($000) $1,051 Avg Close Range
Q3 2020
Shares 28,383 Value ($000) $1,575 Avg Close Range
Q2 2020
Shares 115,643 Value ($000) $6,085 Avg Close Range
Q1 2020
Shares 16,188 Value ($000) $682 Avg Close Range
Q4 2019
Shares 8,239 Value ($000) $495 Avg Close Range