SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q2 2024
Shares 180 Value ($000) $8 Avg Close Range
Q1 2024
Shares 72 Value ($000) $3 Avg Close Range
Q2 2022
Shares 395 Value ($000) $19 Avg Close Range
Q1 2022
Shares 402 Value ($000) $20 Avg Close Range
Q4 2021
Shares 217 Value ($000) $12 Avg Close Range
Q3 2021
Shares 484 Value ($000) $26 Avg Close Range
Q4 2020
Shares 39 Value ($000) $2 Avg Close Range
Q3 2020
Shares 39 Value ($000) $2 Avg Close Range
Q2 2020
Shares 39 Value ($000) $2 Avg Close Range
Q1 2020
Shares 205 Value ($000) $11 Avg Close Range
Q4 2019
Shares 29,213 Value ($000) $1,561 Avg Close Range
Q3 2019
Shares 28,148 Value ($000) $1,516 Avg Close Range
Q2 2019
Shares 27,957 Value ($000) $1,482 Avg Close Range
Q1 2019
Shares 18,796 Value ($000) $975 Avg Close Range
Q4 2018
Shares 25,911 Value ($000) $1,311 Avg Close Range
Q3 2018
Shares 24,486 Value ($000) $1,230 Avg Close Range
Q2 2018
Shares 24,334 Value ($000) $1,232 Avg Close Range
Q1 2018
Shares 20,671 Value ($000) $1,055 Avg Close Range
Q4 2017
Shares 19,206 Value ($000) $999 Avg Close Range
Q3 2017
Shares 19,156 Value ($000) $1,003 Avg Close Range
Q2 2017
Shares 18,511 Value ($000) $967 Avg Close Range
Q1 2017
Shares 14,922 Value ($000) $773 Avg Close Range
Q4 2016
Shares 15,940 Value ($000) $821 Avg Close Range
Q3 2016
Shares 15,926 Value ($000) $855 Avg Close Range
Q2 2016
Shares 16,071 Value ($000) $863 Avg Close Range
Q1 2016
Shares 16,092 Value ($000) $850 Avg Close Range
Q4 2015
Shares 4,561 Value ($000) $235 Avg Close Range
Q3 2015
Shares 3 Value ($000) $0 Avg Close Range
Q2 2015
Shares 3 Value ($000) $0 Avg Close Range
Q1 2015
Shares 3 Value ($000) $0 Avg Close Range
Q3 2014
Shares 3 Value ($000) $0 Avg Close Range
Q2 2014
Shares 3 Value ($000) $0 Avg Close Range