SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Graves Light Lenhart Wealth, Inc.'s Holding History (CIK: 0001759803)

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

Q4 2025
Shares 56,107 Value ($000) $1,311 Avg Close — Range —
Q3 2025
Shares 56,279 Value ($000) $1,321 Avg Close — Range —
Q2 2025
Shares 56,835 Value ($000) $1,321 Avg Close — Range —
Q1 2025
Shares 56,805 Value ($000) $1,316 Avg Close — Range —
Q4 2024
Shares 58,054 Value ($000) $1,318 Avg Close — Range —
Q3 2024
Shares 31,081 Value ($000) $1,477 Avg Close — Range —
Q2 2024
Shares 31,076 Value ($000) $1,405 Avg Close — Range —
Q1 2024
Shares 35,892 Value ($000) $1,651 Avg Close — Range —
Q4 2023
Shares 39,900 Value ($000) $1,860 Avg Close — Range —
Q3 2023
Shares 41,037 Value ($000) $1,789 Avg Close — Range —
Q2 2023
Shares 47,492 Value ($000) $2,192 Avg Close — Range —
Q1 2023
Shares 49,054 Value ($000) $2,301 Avg Close — Range —
Q4 2022
Shares 50,954 Value ($000) $2,326 Avg Close — Range —
Q3 2022
Shares 67,774 Value ($000) $3,071 Avg Close — Range —
Q2 2022
Shares 70,690 Value ($000) $3,384 Avg Close — Range —
Q1 2022
Shares 98,351 Value ($000) $4,974 Avg Close — Range —
Q4 2021
Shares 98,886 Value ($000) $5,330 Avg Close — Range —
Q3 2021
Shares 100,561 Value ($000) $5,456 Avg Close — Range —
Q2 2021
Shares 102,796 Value ($000) $5,613 Avg Close — Range —
Q1 2021
Shares 103,074 Value ($000) $5,561 Avg Close — Range —
Q4 2020
Shares 103,371 Value ($000) $5,792 Avg Close — Range —
Q3 2020
Shares 103,516 Value ($000) $5,805 Avg Close — Range —
Q2 2020
Shares 103,516 Value ($000) $5,822 Avg Close — Range —
Q1 2020
Shares 105,644 Value ($000) $5,733 Avg Close — Range —
Q4 2019
Shares 108,668 Value ($000) $5,806 Avg Close — Range —
Q3 2019
Shares 104,908 Value ($000) $5,649 Avg Close — Range —
Q2 2019
Shares 94,052 Value ($000) $4,985 Avg Close — Range —
Q1 2019
Shares 75,862 Value ($000) $3,936 Avg Close — Range —
Q4 2018
Shares 18,335 Value ($000) $928 Avg Close — Range —