SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 25,182 Value ($000) $589 Avg Close Range
Q3 2025
Shares 25,182 Value ($000) $591 Avg Close Range
Q2 2025
Shares 25,443 Value ($000) $591 Avg Close Range
Q1 2025
Shares 26,091 Value ($000) $604 Avg Close Range
Q4 2024
Shares 26,091 Value ($000) $592 Avg Close Range
Q3 2024
Shares 13,293 Value ($000) $632 Avg Close Range
Q2 2024
Shares 13,439 Value ($000) $613 Avg Close Range
Q1 2024
Shares 143,875 Value ($000) $6,618 Avg Close Range
Q4 2023
Shares 174,307 Value ($000) $8,126 Avg Close Range
Q3 2023
Shares 104,426 Value ($000) $4,619 Avg Close Range
Q2 2023
Shares 107,975 Value ($000) $4,984 Avg Close Range
Q1 2023
Shares 107,147 Value ($000) $5,026 Avg Close Range
Q4 2022
Shares 124,613 Value ($000) $5,689 Avg Close Range
Q3 2022
Shares 19,481 Value ($000) $883 Avg Close Range
Q2 2022
Shares 29,531 Value ($000) $1,414 Avg Close Range
Q1 2022
Shares 18,024 Value ($000) $911 Avg Close Range
Q4 2021
Shares 21,342 Value ($000) $1,150 Avg Close Range
Q3 2021
Shares 21,169 Value ($000) $1,149 Avg Close Range
Q2 2021
Shares 22,063 Value ($000) $1,205 Avg Close Range
Q1 2021
Shares 22,397 Value ($000) $1,208 Avg Close Range
Q4 2020
Shares 21,192 Value ($000) $1,187 Avg Close Range
Q3 2020
Shares 21,138 Value ($000) $1,185 Avg Close Range
Q2 2020
Shares 18,245 Value ($000) $1,026 Avg Close Range
Q1 2020
Shares 35,095 Value ($000) $1,905 Avg Close Range
Q4 2019
Shares 49,301 Value ($000) $2,634 Avg Close Range
Q3 2019
Shares 44,372 Value ($000) $2,389 Avg Close Range
Q2 2019
Shares 40,319 Value ($000) $2,137 Avg Close Range
Q1 2019
Shares 33,534 Value ($000) $1,740 Avg Close Range
Q4 2018
Shares 31,124 Value ($000) $1,575 Avg Close Range
Q3 2018
Shares 34,095 Value ($000) $1,713 Avg Close Range
Q2 2018
Shares 58,045 Value ($000) $2,939 Avg Close Range
Q1 2018
Shares 50,338 Value ($000) $2,568 Avg Close Range
Q4 2017
Shares 34,901 Value ($000) $1,816 Avg Close Range
Q3 2017
Shares 21,927 Value ($000) $1,148 Avg Close Range
Q2 2017
Shares 20,072 Value ($000) $1,049 Avg Close Range
Q1 2017
Shares 15,079 Value ($000) $781 Avg Close Range
Q4 2016
Shares 8,894 Value ($000) $458 Avg Close Range
Q3 2016
Shares 8,223 Value ($000) $441 Avg Close Range
Q2 2016
Shares 6,518 Value ($000) $350 Avg Close Range