SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025
Shares 453,917 Value ($000) $10,608 Avg Close — Range —
Q3 2025
Shares 421,612 Value ($000) $9,895 Avg Close — Range —
Q2 2025
Shares 412,764 Value ($000) $9,593 Avg Close — Range —
Q1 2025
Shares 367,891 Value ($000) $8,520 Avg Close — Range —
Q4 2024
Shares 331,754 Value ($000) $7,531 Avg Close — Range —
Q3 2024
Shares 133,564 Value ($000) $6,347 Avg Close — Range —
Q2 2024
Shares 124,150 Value ($000) $5,659 Avg Close — Range —
Q1 2024
Shares 102,620 Value ($000) $4,721 Avg Close — Range —
Q4 2023
Shares 93,260 Value ($000) $4,348 Avg Close — Range —
Q3 2023
Shares 89,413 Value ($000) $3,955 Avg Close — Range —
Q2 2023
Shares 76,215 Value ($000) $3,855 Avg Close — Range —
Q1 2023
Shares 96,743 Value ($000) $4,893 Avg Close — Range —
Q4 2022
Shares 105,868 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 103,588 Value ($000) $5,338 Avg Close — Range —
Q2 2022
Shares 75,723 Value ($000) $3,838 Avg Close — Range —
Q1 2022
Shares 75,318 Value ($000) $3,815 Avg Close — Range —
Q4 2021
Shares 67,773 Value ($000) $3,655 Avg Close — Range —
Q3 2021
Shares 59,824 Value ($000) $3,250 Avg Close — Range —
Q2 2021
Shares 49,096 Value ($000) $2,683 Avg Close — Range —
Q1 2021
Shares 35,301 Value ($000) $1,905 Avg Close — Range —
Q4 2020
Shares 34,986 Value ($000) $1,958 Avg Close — Range —
Q3 2020
Shares 33,829 Value ($000) $1,897 Avg Close — Range —
Q2 2020
Shares 13,496 Value ($000) $756 Avg Close — Range —
Q1 2020
Shares 9,947 Value ($000) $536 Avg Close — Range —
Q4 2019
Shares 24,153 Value ($000) $1,291 Avg Close — Range —
Q3 2019
Shares 33,359 Value ($000) $1,788 Avg Close — Range —
Q4 2018
Shares 28,415 Value ($000) $1,434 Avg Close — Range —
Q3 2018
Shares 65,987 Value ($000) $3,316 Avg Close — Range —
Q2 2018
Shares 65,330 Value ($000) $3,308 Avg Close — Range —
Q1 2018
Shares 63,233 Value ($000) $3,291 Avg Close — Range —
Q4 2017
Shares 63,233 Value ($000) $3,291 Avg Close — Range —
Q3 2017
Shares 59,547 Value ($000) $3,118 Avg Close — Range —
Q2 2017
Shares 52,673 Value ($000) $2,752 Avg Close — Range —
Q1 2017
Shares 41,107 Value ($000) $2,129 Avg Close — Range —
Q4 2016
Shares 16,127 Value ($000) $831 Avg Close — Range —
Q3 2016
Shares 12,901 Value ($000) $692 Avg Close — Range —
Q2 2016
Shares 7,876 Value ($000) $423 Avg Close — Range —
Q4 2015
Shares 4,025 Value ($000) $207 Avg Close — Range —