SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 14,553 Value ($000) $414 Avg Close — Range —
Q3 2025
Shares 12,391 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 12,389 Value ($000) $313 Avg Close — Range —
Q1 2025
Shares 12,386 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 12,384 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 6,189 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 4,921 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 4,921 Value ($000) $242 Avg Close — Range —
Q4 2023
Shares 4,945 Value ($000) $234 Avg Close — Range —
Q4 2020
Shares 683 Value ($000) $61 Avg Close — Range —
Q3 2020
Shares 646 Value ($000) $44 Avg Close — Range —
Q2 2020
Shares 759 Value ($000) $49 Avg Close — Range —
Q1 2020
Shares 2,007 Value ($000) $103 Avg Close — Range —
Q4 2019
Shares 2,007 Value ($000) $152 Avg Close — Range —