SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 30,184 Value ($000) $705 Avg Close — Range —
Q3 2025
Shares 31,134 Value ($000) $731 Avg Close — Range —
Q2 2025
Shares 33,721 Value ($000) $784 Avg Close — Range —
Q1 2025
Shares 35,488 Value ($000) $822 Avg Close — Range —
Q4 2024
Shares 34,291 Value ($000) $778 Avg Close — Range —
Q3 2024
Shares 18,506 Value ($000) $879 Avg Close — Range —
Q2 2024
Shares 19,992 Value ($000) $911 Avg Close — Range —
Q1 2024
Shares 20,427 Value ($000) $940 Avg Close — Range —
Q4 2023
Shares 20,329 Value ($000) $948 Avg Close — Range —
Q3 2023
Shares 20,464 Value ($000) $905 Avg Close — Range —
Q2 2023
Shares 20,697 Value ($000) $955 Avg Close — Range —
Q1 2023
Shares 22,090 Value ($000) $1,036 Avg Close — Range —
Q4 2022
Shares 22,186 Value ($000) $1,013 Avg Close — Range —
Q3 2022
Shares 22,576 Value ($000) $1,023 Avg Close — Range —
Q2 2022
Shares 31,389 Value ($000) $1,503 Avg Close — Range —
Q1 2022
Shares 38,236 Value ($000) $1,934 Avg Close — Range —
Q4 2021
Shares 38,287 Value ($000) $2,064 Avg Close — Range —
Q3 2021
Shares 40,636 Value ($000) $2,205 Avg Close — Range —
Q2 2021
Shares 40,793 Value ($000) $2,227 Avg Close — Range —
Q1 2021
Shares 40,778 Value ($000) $2,200 Avg Close — Range —
Q4 2020
Shares 39,239 Value ($000) $2,199 Avg Close — Range —
Q3 2020
Shares 41,473 Value ($000) $2,326 Avg Close — Range —
Q2 2020
Shares 39,961 Value ($000) $2,247 Avg Close — Range —
Q1 2020
Shares 39,220 Value ($000) $2,128 Avg Close — Range —
Q4 2019
Shares 40,835 Value ($000) $2,182 Avg Close — Range —
Q3 2019
Shares 40,759 Value ($000) $2,195 Avg Close — Range —
Q2 2019
Shares 40,243 Value ($000) $2,133 Avg Close — Range —
Q1 2019
Shares 40,256 Value ($000) $2,088 Avg Close — Range —
Q4 2018
Shares 40,503 Value ($000) $2,049 Avg Close — Range —
Q3 2018
Shares 40,444 Value ($000) $2,032 Avg Close — Range —
Q2 2018
Shares 42,729 Value ($000) $2,164 Avg Close — Range —
Q1 2018
Shares 40,569 Value ($000) $2,070 Avg Close — Range —
Q4 2017
Shares 38,368 Value ($000) $1,997 Avg Close — Range —