SCHWAB STRATEGIC TR

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q3 2025
Shares 6,822 Value ($000) $202 Avg Close Range
Q2 2025
Shares 7,314 Value ($000) $205 Avg Close Range
Q1 2025
Shares 8,114 Value ($000) $213 Avg Close Range
Q4 2024
Shares 8,247 Value ($000) $229 Avg Close Range
Q3 2024
Shares 2,749 Value ($000) $228 Avg Close Range
Q2 2024
Shares 2,749 Value ($000) $214 Avg Close Range
Q1 2024
Shares 2,774 Value ($000) $226 Avg Close Range
Q4 2023
Shares 2,774 Value ($000) $209 Avg Close Range
Q1 2022
Shares 2,696 Value ($000) $205,000 Avg Close Range
Q4 2021
Shares 4,820 Value ($000) $388,000 Avg Close Range
Q3 2021
Shares 4,786 Value ($000) $366 Avg Close Range
Q2 2021
Shares 6,609 Value ($000) $514 Avg Close Range
Q1 2021
Shares 4,812 Value ($000) $358 Avg Close Range
Q4 2020
Shares 4,801 Value ($000) $327 Avg Close Range