SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Visionary Wealth Advisors's Holding History (CIK: 0001802984)

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

Q3 2025
Shares 8,882 Value ($000) $208 Avg Close Range
Q1 2025
Shares 29,476 Value ($000) $683 Avg Close Range
Q4 2024
Shares 27,815 Value ($000) $631 Avg Close Range
Q3 2024
Shares 14,478 Value ($000) $688 Avg Close Range
Q2 2024
Shares 15,941 Value ($000) $727 Avg Close Range
Q1 2024
Shares 23,862 Value ($000) $1,098 Avg Close Range
Q4 2023
Shares 25,159 Value ($000) $1,173 Avg Close Range
Q3 2023
Shares 24,725 Value ($000) $1,094 Avg Close Range
Q2 2023
Shares 26,768 Value ($000) $1,236 Avg Close Range
Q1 2023
Shares 20,925 Value ($000) $982 Avg Close Range
Q4 2021
Shares 112,233 Value ($000) $6,049 Avg Close Range
Q1 2020
Shares 71,258 Value ($000) $3,867 Avg Close Range