SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025
Shares 12,158 Value ($000) $284 Avg Close — Range —
Q3 2025
Shares 11,596 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 15,744 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 31,525 Value ($000) $730 Avg Close — Range —
Q4 2024
Shares 62,710 Value ($000) $1,424 Avg Close — Range —
Q3 2024
Shares 32,034 Value ($000) $1,522 Avg Close — Range —
Q2 2024
Shares 32,294 Value ($000) $1,472 Avg Close — Range —
Q1 2024
Shares 27,626 Value ($000) $1,271 Avg Close — Range —
Q4 2023
Shares 6,853 Value ($000) $319 Avg Close — Range —
Q3 2023
Shares 86,816 Value ($000) $3,840 Avg Close — Range —
Q2 2023
Shares 104,693 Value ($000) $4,833 Avg Close — Range —
Q1 2023
Shares 100,692 Value ($000) $4,723 Avg Close — Range —
Q4 2022
Shares 99,561 Value ($000) $4,545 Avg Close — Range —
Q3 2022
Shares 98,169 Value ($000) $4,448 Avg Close — Range —
Q2 2022
Shares 93,882 Value ($000) $4,591 Avg Close — Range —
Q1 2022
Shares 90,529 Value ($000) $4,578 Avg Close — Range —
Q4 2021
Shares 86,376 Value ($000) $4,459 Avg Close — Range —
Q3 2021
Shares 77,007 Value ($000) $4,178 Avg Close — Range —
Q2 2021
Shares 67,182 Value ($000) $3,668 Avg Close — Range —
Q1 2021
Shares 62,074 Value ($000) $3,351 Avg Close — Range —
Q4 2020
Shares 52,919 Value ($000) $2,924 Avg Close — Range —
Q3 2020
Shares 39,957 Value ($000) $2,241 Avg Close — Range —
Q2 2020
Shares 36,219 Value ($000) $2,045 Avg Close — Range —