SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q3 2025
Shares 10,847 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 10,846 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 10,944 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 11,217 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 5,609 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 5,841 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 6,332 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 7,857 Value ($000) $366 Avg Close — Range —
Q3 2023
Shares 360,744 Value ($000) $15,956 Avg Close — Range —
Q2 2023
Shares 325,018 Value ($000) $15,003 Avg Close — Range —
Q1 2023
Shares 320,147 Value ($000) $15,018 Avg Close — Range —
Q4 2022
Shares 304,017 Value ($000) $13,878 Avg Close — Range —
Q3 2022
Shares 286,224 Value ($000) $12,969 Avg Close — Range —
Q2 2022
Shares 387,333 Value ($000) $18,542 Avg Close — Range —
Q1 2022
Shares 112,428 Value ($000) $5,685 Avg Close — Range —
Q4 2021
Shares 107,755 Value ($000) $5,808 Avg Close — Range —
Q3 2021
Shares 96,503 Value ($000) $5,236 Avg Close — Range —
Q2 2021
Shares 87,846 Value ($000) $4,796 Avg Close — Range —
Q1 2021
Shares 76,850 Value ($000) $4,146 Avg Close — Range —
Q4 2020
Shares 70,714 Value ($000) $3,962 Avg Close — Range —
Q3 2020
Shares 68,775 Value ($000) $3,821 Avg Close — Range —
Q2 2020
Shares 60,921 Value ($000) $3,426 Avg Close — Range —
Q1 2020
Shares 80,506 Value ($000) $4,369 Avg Close — Range —