SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

HC Advisors, LLC's Holding History (CIK: 0001803295)

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

Q4 2025
Shares 195,678 Value ($000) $4,573 Avg Close Range
Q3 2025
Shares 185,418 Value ($000) $4,352 Avg Close Range
Q2 2025
Shares 188,732 Value ($000) $4,386 Avg Close Range
Q1 2025
Shares 186,922 Value ($000) $4,329 Avg Close Range
Q4 2024
Shares 175,384 Value ($000) $3,981 Avg Close Range
Q3 2024
Shares 87,700 Value ($000) $4,168 Avg Close Range
Q2 2024
Shares 77,462 Value ($000) $3,531 Avg Close Range
Q1 2024
Shares 79,485 Value ($000) $3,656 Avg Close Range
Q4 2023
Shares 74,693 Value ($000) $3,482 Avg Close Range
Q3 2023
Shares 70,756 Value ($000) $3,130 Avg Close Range
Q2 2023
Shares 69,495 Value ($000) $3,208 Avg Close Range
Q1 2023
Shares 78,875 Value ($000) $3,700 Avg Close Range
Q4 2022
Shares 37,562 Value ($000) $1,715 Avg Close Range
Q3 2022
Shares 39,502 Value ($000) $1,790 Avg Close Range
Q2 2022
Shares 42,266 Value ($000) $2,023 Avg Close Range
Q1 2022
Shares 42,407 Value ($000) $2,145 Avg Close Range
Q4 2021
Shares 40,394 Value ($000) $2,177 Avg Close Range
Q3 2021
Shares 39,222 Value ($000) $2,128 Avg Close Range
Q2 2021
Shares 37,916 Value ($000) $2,070 Avg Close Range
Q1 2021
Shares 35,679 Value ($000) $1,925 Avg Close Range
Q4 2020
Shares 30,502 Value ($000) $1,709 Avg Close Range
Q3 2020
Shares 31,932 Value ($000) $1,791 Avg Close Range
Q2 2020
Shares 19,438 Value ($000) $1,093 Avg Close Range
Q4 2019
Shares 13,949 Value ($000) $745 Avg Close Range