SCHWAB STRATEGIC TR

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

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 10,281 Value ($000) $293 Avg Close Range
Q3 2025
Shares 10,166 Value ($000) $284 Avg Close Range
Q2 2025
Shares 13,517 Value ($000) $342 Avg Close Range
Q1 2025
Shares 13,489 Value ($000) $316 Avg Close Range
Q4 2024
Shares 13,355 Value ($000) $345 Avg Close Range
Q3 2024
Shares 13,316 Value ($000) $346 Avg Close Range
Q2 2024
Shares 5,023 Value ($000) $259 Avg Close Range
Q1 2024
Shares 8,355 Value ($000) $382 Avg Close Range
Q4 2023
Shares 8,392 Value ($000) $389 Avg Close Range
Q3 2023
Shares 7,079 Value ($000) $288 Avg Close Range
Q2 2023
Shares 7,077 Value ($000) $312 Avg Close Range
Q1 2023
Shares 6,647 Value ($000) $278 Avg Close Range
Q4 2022
Shares 6,634 Value ($000) $289 Avg Close Range
Q3 2022
Shares 10,259 Value ($000) $412 Avg Close Range
Q2 2022
Shares 9,431 Value ($000) $406 Avg Close Range
Q1 2022
Shares 85,328 Value ($000) $3,843 Avg Close Range
Q4 2021
Shares 51,389 Value ($000) $5,126 Avg Close Range
Q3 2021
Shares 47,720 Value ($000) $4,926 Avg Close Range
Q2 2021
Shares 44,947 Value ($000) $4,491 Avg Close Range
Q1 2021
Shares 39,780 Value ($000) $4,040 Avg Close Range
Q4 2020
Shares 37,848 Value ($000) $3,754 Avg Close Range
Q3 2020
Shares 6,937 Value ($000) $493 Avg Close Range
Q2 2020
Shares 6,937 Value ($000) $498 Avg Close Range
Q1 2020
Shares 7,232 Value ($000) $391 Avg Close Range
Q4 2019
Shares 10,058 Value ($000) $763 Avg Close Range
Q3 2019
Shares 10,000 Value ($000) $739 Avg Close Range