SCHWAB STRATEGIC TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 408,365 Value ($000) $11,630 Avg Close — Range —
Q3 2025
Shares 412,847 Value ($000) $11,518 Avg Close — Range —
Q2 2025
Shares 416,181 Value ($000) $10,529 Avg Close — Range —
Q1 2025
Shares 332,165 Value ($000) $7,783 Avg Close — Range —
Q4 2024
Shares 328,270 Value ($000) $8,489 Avg Close — Range —
Q3 2024
Shares 163,234 Value ($000) $8,407 Avg Close — Range —
Q2 2024
Shares 164,766 Value ($000) $7,818 Avg Close — Range —
Q1 2024
Shares 176,126 Value ($000) $8,672 Avg Close — Range —
Q4 2023
Shares 176,694 Value ($000) $8,347 Avg Close — Range —
Q3 2023
Shares 169,481 Value ($000) $7,020 Avg Close — Range —
Q2 2023
Shares 170,673 Value ($000) $7,475 Avg Close — Range —
Q1 2023
Shares 172,437 Value ($000) $7,230 Avg Close — Range —
Q4 2022
Shares 159,687 Value ($000) $6,469 Avg Close — Range —
Q3 2022
Shares 152,947 Value ($000) $5,781 Avg Close — Range —
Q2 2022
Shares 165,508 Value ($000) $6,453 Avg Close — Range —
Q1 2022
Shares 123,272 Value ($000) $5,838 Avg Close — Range —
Q4 2021
Shares 73,731 Value ($000) $7,550 Avg Close — Range —
Q3 2021
Shares 80,826 Value ($000) $8,091 Avg Close — Range —
Q2 2021
Shares 74,530 Value ($000) $7,765 Avg Close — Range —
Q1 2021
Shares 76,078 Value ($000) $7,583 Avg Close — Range —
Q4 2020
Shares 79,749 Value ($000) $7,098 Avg Close — Range —
Q3 2020
Shares 83,163 Value ($000) $5,682 Avg Close — Range —
Q2 2020
Shares 85,616 Value ($000) $5,594 Avg Close — Range —
Q1 2020
Shares 122,199 Value ($000) $6,296 Avg Close — Range —
Q4 2019
Shares 44,597 Value ($000) $3,373 Avg Close — Range —
Q3 2019
Shares 44,471 Value ($000) $3,101 Avg Close — Range —
Q2 2019
Shares 19,174 Value ($000) $1,371 Avg Close — Range —
Q1 2019
Shares 19,153 Value ($000) $1,339 Avg Close — Range —
Q4 2018
Shares 19,074 Value ($000) $1,157 Avg Close — Range —