SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025
Shares 184,903 Value ($000) $5,077 Avg Close Range
Q2 2025
Shares 198,142 Value ($000) $5,304 Avg Close Range
Q1 2025
Shares 199,211 Value ($000) $5,570 Avg Close Range
Q4 2024
Shares 238,967 Value ($000) $6,529 Avg Close Range
Q3 2024
Shares 65,020 Value ($000) $5,496 Avg Close Range
Q2 2024
Shares 64,186 Value ($000) $4,991 Avg Close Range
Q1 2024
Shares 66,043 Value ($000) $5,325 Avg Close Range
Q4 2023
Shares 71,098 Value ($000) $5,413 Avg Close Range
Q3 2023
Shares 70,859 Value ($000) $5,014 Avg Close Range
Q2 2023
Shares 66,428 Value ($000) $4,824 Avg Close Range
Q1 2023
Shares 63,762 Value ($000) $4,665 Avg Close Range
Q4 2022
Shares 65,309 Value ($000) $4,933 Avg Close Range
Q3 2022
Shares 71,948 Value ($000) $4,780 Avg Close Range
Q2 2022
Shares 68,455 Value ($000) $4,903 Avg Close Range
Q1 2022
Shares 64,931 Value ($000) $5,122 Avg Close Range
Q4 2021
Shares 62,625 Value ($000) $5,062 Avg Close Range
Q3 2021
Shares 62,182 Value ($000) $4,616 Avg Close Range
Q2 2021
Shares 59,903 Value ($000) $4,530 Avg Close Range
Q4 2020
Shares 61,645 Value ($000) $3,954 Avg Close Range
Q3 2020
Shares 65,888 Value ($000) $3,644 Avg Close Range
Q2 2020
Shares 69,302 Value ($000) $3,586 Avg Close Range
Q1 2020
Shares 72,149 Value ($000) $3,245 Avg Close Range
Q4 2019
Shares 488 Value ($000) $28 Avg Close Range
Q3 2019
Shares 481 Value ($000) $26 Avg Close Range
Q2 2019
Shares 478 Value ($000) $25 Avg Close Range
Q4 2018
Shares 139 Value ($000) $7 Avg Close Range
Q3 2018
Shares 486 Value ($000) $26 Avg Close Range