SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Hillcrest Wealth Advisors - NY, LLC's Holding History (CIK: 0001767121)

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

Q4 2025
Shares 59,050 Value ($000) $1,234 Avg Close — Range —
Q2 2025
Shares 12,675 Value ($000) $268 Avg Close — Range —
Q1 2024
Shares 13,125 Value ($000) $266 Avg Close — Range —
Q3 2023
Shares 51,450 Value ($000) $913 Avg Close — Range —
Q2 2023
Shares 16,625 Value ($000) $325 Avg Close — Range —
Q1 2023
Shares 24,775 Value ($000) $483 Avg Close — Range —
Q4 2022
Shares 45,825 Value ($000) $884 Avg Close — Range —
Q3 2022
Shares 25,925 Value ($000) $485 Avg Close — Range —
Q2 2022
Shares 14,700 Value ($000) $310 Avg Close — Range —