SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

COOPER/HAIMS ADVISORS, LLC's Holding History (CIK: 0001654033)

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

Q4 2025
Shares 147,264 Value ($000) $3,442 Avg Close Range
Q3 2025
Shares 146,324 Value ($000) $3,434 Avg Close Range
Q2 2025
Shares 141,445 Value ($000) $3,287 Avg Close Range
Q1 2025
Shares 106,102 Value ($000) $2,457 Avg Close Range
Q4 2024
Shares 132,549 Value ($000) $3,009 Avg Close Range
Q3 2024
Shares 50,562 Value ($000) $2,403 Avg Close Range
Q2 2024
Shares 50,685 Value ($000) $2,310 Avg Close Range
Q1 2024
Shares 58,065 Value ($000) $2,671 Avg Close Range
Q4 2023
Shares 118,147 Value ($000) $5,508 Avg Close Range
Q3 2023
Shares 30,515 Value ($000) $1,350 Avg Close Range
Q2 2023
Shares 25,077 Value ($000) $1,158 Avg Close Range
Q1 2023
Shares 28,614 Value ($000) $1,342 Avg Close Range
Q4 2022
Shares 104,745 Value ($000) $5 Avg Close Range
Q3 2022
Shares 63,153 Value ($000) $2,861 Avg Close Range
Q2 2022
Shares 112,985 Value ($000) $5,409 Avg Close Range
Q1 2022
Shares 161,779 Value ($000) $8,181 Avg Close Range
Q4 2021
Shares 196,813 Value ($000) $10,608 Avg Close Range
Q3 2021
Shares 203,711 Value ($000) $11,053 Avg Close Range
Q2 2021
Shares 211,130 Value ($000) $11,528 Avg Close Range
Q1 2021
Shares 227,456 Value ($000) $12,271 Avg Close Range
Q4 2020
Shares 257,565 Value ($000) $14,431 Avg Close Range
Q3 2020
Shares 287,886 Value ($000) $16,145 Avg Close Range
Q2 2020
Shares 339,275 Value ($000) $19,081 Avg Close Range
Q1 2020
Shares 397,974 Value ($000) $21,598 Avg Close Range
Q4 2019
Shares 433,065 Value ($000) $23,139 Avg Close Range
Q3 2019
Shares 429,506 Value ($000) $23,129 Avg Close Range
Q2 2019
Shares 440,818 Value ($000) $23,363 Avg Close Range
Q1 2019
Shares 420,884 Value ($000) $21,835 Avg Close Range
Q4 2018
Shares 477,187 Value ($000) $24,141 Avg Close Range
Q3 2018
Shares 425,307 Value ($000) $21,372 Avg Close Range
Q2 2018
Shares 363,522 Value ($000) $18,409 Avg Close Range
Q1 2018
Shares 333,601 Value ($000) $17,020 Avg Close Range
Q4 2017
Shares 290,579 Value ($000) $15,122 Avg Close Range