SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 103,879 Value ($000) $2,170 Avg Close — Range —
Q3 2025
Shares 101,380 Value ($000) $2,187 Avg Close — Range —
Q2 2025
Shares 98,645 Value ($000) $2,087 Avg Close — Range —
Q1 2025
Shares 103,318 Value ($000) $2,222 Avg Close — Range —
Q4 2024
Shares 102,291 Value ($000) $2,154 Avg Close — Range —
Q3 2024
Shares 101,328 Value ($000) $2,348 Avg Close — Range —
Q2 2024
Shares 102,947 Value ($000) $2,056 Avg Close — Range —
Q1 2024
Shares 103,953 Value ($000) $2,110 Avg Close — Range —
Q4 2023
Shares 105,129 Value ($000) $2,177 Avg Close — Range —
Q3 2023
Shares 40,082 Value ($000) $711 Avg Close — Range —
Q2 2023
Shares 28,067 Value ($000) $548 Avg Close — Range —
Q1 2023
Shares 29,533 Value ($000) $576 Avg Close — Range —
Q4 2022
Shares 29,430 Value ($000) $568 Avg Close — Range —
Q3 2022
Shares 28,820 Value ($000) $523 Avg Close — Range —