SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Certified Advisory Corp's Holding History (CIK: 0001731732)

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

Q4 2025
Shares 213,140 Value ($000) $5,846 Avg Close Range
Q3 2025
Shares 233,894 Value ($000) $6,385 Avg Close Range
Q2 2025
Shares 354,731 Value ($000) $9,400 Avg Close Range
Q1 2025
Shares 569,402 Value ($000) $15,920 Avg Close Range
Q4 2024
Shares 719,554 Value ($000) $19,658 Avg Close Range
Q3 2024
Shares 239,834 Value ($000) $20,273 Avg Close Range
Q2 2024
Shares 239,735 Value ($000) $18,642 Avg Close Range
Q1 2024
Shares 226,723 Value ($000) $18,281 Avg Close Range
Q4 2023
Shares 185,937 Value ($000) $14,155 Avg Close Range
Q3 2023
Shares 255,656 Value ($000) $17,943 Avg Close Range
Q2 2023
Shares 239,664 Value ($000) $17,404 Avg Close Range
Q1 2023
Shares 250,301 Value ($000) $18,312 Avg Close Range
Q4 2022
Shares 224,104 Value ($000) $16,929 Avg Close Range
Q3 2022
Shares 220,013 Value ($000) $14,615 Avg Close Range
Q2 2022
Shares 200,815 Value ($000) $14,384 Avg Close Range
Q1 2022
Shares 174,936 Value ($000) $13,801 Avg Close Range
Q4 2021
Shares 126,397 Value ($000) $10,217 Avg Close Range
Q3 2021
Shares 113,033 Value ($000) $8,392 Avg Close Range
Q2 2021
Shares 88,056 Value ($000) $6,659 Avg Close Range
Q1 2021
Shares 65,832 Value ($000) $4,800 Avg Close Range
Q2 2020
Shares 431 Value ($000) $22 Avg Close Range
Q1 2020
Shares 427 Value ($000) $19 Avg Close Range
Q4 2019
Shares 423 Value ($000) $25 Avg Close Range
Q3 2019
Shares 420 Value ($000) $23 Avg Close Range
Q2 2019
Shares 413 Value ($000) $22 Avg Close Range
Q1 2019
Shares 413 Value ($000) $22 Avg Close Range
Q3 2018
Shares 573 Value ($000) $30 Avg Close Range
Q2 2018
Shares 569 Value ($000) $28 Avg Close Range
Q1 2018
Shares 564 Value ($000) $27 Avg Close Range
Q4 2017
Shares 544 Value ($000) $27 Avg Close Range