SCHWAB STRATEGIC TR

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 11,265 Value ($000) $344 Avg Close Range
Q3 2025
Shares 10,221 Value ($000) $286 Avg Close Range
Q2 2025
Shares 10,610 Value ($000) $277 Avg Close Range
Q1 2025
Shares 10,660 Value ($000) $230 Avg Close Range
Q4 2024
Shares 11,330 Value ($000) $293 Avg Close Range
Q3 2024
Shares 6,019 Value ($000) $306 Avg Close Range
Q2 2024
Shares 6,407 Value ($000) $301 Avg Close Range
Q1 2024
Shares 6,882 Value ($000) $325 Avg Close Range
Q4 2023
Shares 7,026 Value ($000) $320 Avg Close Range
Q3 2023
Shares 10,704 Value ($000) $430 Avg Close Range
Q2 2023
Shares 11,699 Value ($000) $516 Avg Close Range
Q4 2022
Shares 10,948 Value ($000) $472 Avg Close Range
Q3 2022
Shares 11,207 Value ($000) $424 Avg Close Range
Q2 2022
Shares 11,912 Value ($000) $464 Avg Close Range
Q1 2022
Shares 1,683 Value ($000) $80 Avg Close Range
Q4 2021
Shares 685 Value ($000) $70 Avg Close Range
Q3 2021
Shares 681 Value ($000) $68 Avg Close Range
Q2 2021
Shares 677 Value ($000) $71 Avg Close Range
Q1 2021
Shares 747 Value ($000) $74 Avg Close Range
Q4 2020
Shares 745 Value ($000) $66 Avg Close Range
Q3 2020
Shares 942 Value ($000) $64 Avg Close Range
Q2 2020
Shares 938 Value ($000) $61 Avg Close Range
Q1 2020
Shares 936 Value ($000) $48 Avg Close Range
Q4 2019
Shares 1,555 Value ($000) $118 Avg Close Range
Q3 2019
Shares 2,040 Value ($000) $142 Avg Close Range
Q3 2018
Shares 1,314 Value ($000) $100 Avg Close Range