SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 143,660 Value ($000) $3,941 Avg Close — Range —
Q3 2025
Shares 144,612 Value ($000) $3,948 Avg Close — Range —
Q2 2025
Shares 142,106 Value ($000) $3,766 Avg Close — Range —
Q1 2025
Shares 135,954 Value ($000) $3,801 Avg Close — Range —
Q4 2024
Shares 130,147 Value ($000) $3,556 Avg Close — Range —
Q3 2024
Shares 43,300 Value ($000) $3,660 Avg Close — Range —
Q2 2024
Shares 41,763 Value ($000) $3,247 Avg Close — Range —
Q1 2024
Shares 39,552 Value ($000) $3,189 Avg Close — Range —
Q4 2023
Shares 35,717 Value ($000) $2,719 Avg Close — Range —
Q3 2023
Shares 30,212 Value ($000) $2,138 Avg Close — Range —
Q2 2023
Shares 29,268 Value ($000) $2,125 Avg Close — Range —
Q1 2023
Shares 25,904 Value ($000) $1,895 Avg Close — Range —
Q4 2022
Shares 24,919 Value ($000) $1,882 Avg Close — Range —
Q3 2022
Shares 20,091 Value ($000) $1,335 Avg Close — Range —
Q2 2022
Shares 16,691 Value ($000) $1,196 Avg Close — Range —
Q1 2022
Shares 16,457 Value ($000) $1,298 Avg Close — Range —
Q4 2021
Shares 15,318 Value ($000) $1,238 Avg Close — Range —
Q3 2021
Shares 14,866 Value ($000) $1,104 Avg Close — Range —
Q2 2021
Shares 14,539 Value ($000) $1,099 Avg Close — Range —
Q1 2021
Shares 10,008 Value ($000) $730 Avg Close — Range —
Q4 2020
Shares 9,351 Value ($000) $600 Avg Close — Range —
Q3 2020
Shares 8,465 Value ($000) $468 Avg Close — Range —
Q2 2020
Shares 7,895 Value ($000) $409 Avg Close — Range —
Q1 2020
Shares 7,948 Value ($000) $357 Avg Close — Range —
Q4 2019
Shares 8,753 Value ($000) $507 Avg Close — Range —
Q3 2019
Shares 9,007 Value ($000) $493 Avg Close — Range —
Q2 2019
Shares 9,370 Value ($000) $497 Avg Close — Range —
Q1 2019
Shares 10,767 Value ($000) $563 Avg Close — Range —
Q4 2018
Shares 11,085 Value ($000) $521 Avg Close — Range —
Q3 2018
Shares 11,079 Value ($000) $587 Avg Close — Range —
Q2 2018
Shares 11,005 Value ($000) $542 Avg Close — Range —
Q1 2018
Shares 11,276 Value ($000) $553 Avg Close — Range —
Q4 2017
Shares 11,213 Value ($000) $574 Avg Close — Range —