SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 14,938 Value ($000) $359 Avg Close — Range —
Q3 2025
Shares 14,938 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 14,938 Value ($000) $330 Avg Close — Range —
Q1 2025
Shares 14,938 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 14,938 Value ($000) $276 Avg Close — Range —
Q4 2019
Shares 112,716 Value ($000) $3,791 Avg Close — Range —
Q3 2019
Shares 109,552 Value ($000) $3,490 Avg Close — Range —
Q2 2019
Shares 105,805 Value ($000) $3,395 Avg Close — Range —
Q1 2019
Shares 97,730 Value ($000) $3,060 Avg Close — Range —
Q4 2018
Shares 108,240 Value ($000) $3,069 Avg Close — Range —