SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

CLEAR INVESTMENT RESEARCH, LLC's Holding History (CIK: 0001635523)

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

Q3 2025
Shares 5,344 Value ($000) $146 Avg Close Range
Q2 2025
Shares 5,080 Value ($000) $135 Avg Close Range
Q1 2025
Shares 5,080 Value ($000) $142 Avg Close Range
Q4 2024
Shares 5,188 Value ($000) $142 Avg Close Range
Q3 2024
Shares 1,723 Value ($000) $146 Avg Close Range
Q2 2024
Shares 1,723 Value ($000) $134 Avg Close Range
Q1 2024
Shares 1,670 Value ($000) $135 Avg Close Range
Q4 2023
Shares 1,668 Value ($000) $127 Avg Close Range
Q3 2023
Shares 1,750 Value ($000) $124 Avg Close Range
Q2 2023
Shares 1,690 Value ($000) $123 Avg Close Range
Q1 2023
Shares 1,703 Value ($000) $125 Avg Close Range
Q4 2022
Shares 1,609 Value ($000) $0 Avg Close Range
Q3 2022
Shares 1,645 Value ($000) $109 Avg Close Range
Q2 2022
Shares 1,645 Value ($000) $118 Avg Close Range
Q1 2022
Shares 1,697 Value ($000) $134 Avg Close Range
Q4 2021
Shares 1,403 Value ($000) $113 Avg Close Range
Q3 2021
Shares 1,379 Value ($000) $102 Avg Close Range
Q2 2021
Shares 1,201 Value ($000) $91 Avg Close Range
Q1 2021
Shares 546 Value ($000) $40 Avg Close Range
Q1 2020
Shares 3 Value ($000) $0 Avg Close Range