SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q4 2025
Shares 13,637 Value ($000) $407 Avg Close — Range —
Q3 2025
Shares 14,239 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 17,174 Value ($000) $470 Avg Close — Range —
Q1 2025
Shares 33,639 Value ($000) $854 Avg Close — Range —
Q4 2024
Shares 123,587 Value ($000) $2,857 Avg Close — Range —
Q3 2024
Shares 525,047 Value ($000) $13,740 Avg Close — Range —
Q2 2024
Shares 541,417 Value ($000) $12,761 Avg Close — Range —
Q1 2024
Shares 520,931 Value ($000) $12,638 Avg Close — Range —
Q4 2023
Shares 485,950 Value ($000) $11,950 Avg Close — Range —
Q3 2023
Shares 458,958 Value ($000) $10,556 Avg Close — Range —
Q2 2023
Shares 405,890 Value ($000) $9,717 Avg Close — Range —
Q1 2023
Shares 246,704 Value ($000) $5,830 Avg Close — Range —