SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Clearview Wealth Advisors LLC's Holding History (CIK: 0001840306)

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

Q4 2025
Shares 505,777 Value ($000) $11,820 Avg Close — Range —
Q3 2025
Shares 497,588 Value ($000) $11,678 Avg Close — Range —
Q2 2025
Shares 479,299 Value ($000) $11,139 Avg Close — Range —
Q1 2025
Shares 485,694 Value ($000) $11,249 Avg Close — Range —
Q4 2024
Shares 488,707 Value ($000) $11,094 Avg Close — Range —
Q3 2024
Shares 235,266 Value ($000) $11,180 Avg Close — Range —
Q2 2024
Shares 207,099 Value ($000) $9,440 Avg Close — Range —
Q1 2024
Shares 104,560 Value ($000) $4,810 Avg Close — Range —
Q4 2023
Shares 39,415 Value ($000) $1,838 Avg Close — Range —
Q3 2023
Shares 37,136 Value ($000) $1,643 Avg Close — Range —
Q2 2023
Shares 37,270 Value ($000) $1,720 Avg Close — Range —
Q1 2023
Shares 35,712 Value ($000) $1,675 Avg Close — Range —
Q4 2022
Shares 103,423 Value ($000) $4,721 Avg Close — Range —
Q3 2022
Shares 139,217 Value ($000) $6,308 Avg Close — Range —
Q2 2022
Shares 136,142 Value ($000) $6,517 Avg Close — Range —
Q1 2022
Shares 169,619 Value ($000) $8,578 Avg Close — Range —