SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 35,914 Value ($000) $839 Avg Close — Range —
Q3 2025
Shares 35,890 Value ($000) $842 Avg Close — Range —
Q2 2025
Shares 39,067 Value ($000) $908 Avg Close — Range —
Q1 2025
Shares 38,321 Value ($000) $888 Avg Close — Range —
Q4 2024
Shares 45,874 Value ($000) $1,041 Avg Close — Range —
Q3 2024
Shares 22,892 Value ($000) $1,088 Avg Close — Range —
Q2 2024
Shares 22,860 Value ($000) $1,042 Avg Close — Range —
Q1 2024
Shares 22,501 Value ($000) $1,035 Avg Close — Range —
Q4 2023
Shares 22,367 Value ($000) $1,043 Avg Close — Range —
Q3 2023
Shares 59,588 Value ($000) $2,636 Avg Close — Range —
Q2 2023
Shares 55,904 Value ($000) $2,581 Avg Close — Range —
Q1 2023
Shares 56,684 Value ($000) $2,659 Avg Close — Range —
Q4 2022
Shares 58,003 Value ($000) $2,648 Avg Close — Range —
Q3 2022
Shares 90,035 Value ($000) $4,080 Avg Close — Range —
Q2 2022
Shares 91,817 Value ($000) $4,395 Avg Close — Range —
Q1 2022
Shares 104,875 Value ($000) $5,304 Avg Close — Range —
Q4 2021
Shares 126,098 Value ($000) $6,797 Avg Close — Range —
Q3 2021
Shares 116,451 Value ($000) $6,319 Avg Close — Range —
Q2 2021
Shares 120,779 Value ($000) $6,595 Avg Close — Range —
Q1 2021
Shares 115,066 Value ($000) $6,208 Avg Close — Range —
Q4 2020
Shares 115,054 Value ($000) $6,446 Avg Close — Range —
Q3 2020
Shares 117,231 Value ($000) $6,574 Avg Close — Range —
Q2 2020
Shares 117,836 Value ($000) $6,627 Avg Close — Range —
Q1 2020
Shares 131,826 Value ($000) $7,154 Avg Close — Range —
Q4 2019
Shares 187,360 Value ($000) $10,011 Avg Close — Range —
Q3 2019
Shares 182,646 Value ($000) $9,835 Avg Close — Range —
Q2 2019
Shares 184,751 Value ($000) $9,792 Avg Close — Range —
Q1 2019
Shares 111,604 Value ($000) $5,790 Avg Close — Range —
Q4 2018
Shares 62,610 Value ($000) $3,167 Avg Close — Range —