SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 1,640 Value ($000) $41 Avg Close Range
Q3 2025
Shares 1,347 Value ($000) $34 Avg Close Range
Q2 2025
Shares 309 Value ($000) $8 Avg Close Range
Q4 2024
Shares 102 Value ($000) $2 Avg Close Range
Q3 2024
Shares 51 Value ($000) $3 Avg Close Range
Q2 2024
Shares 73 Value ($000) $4 Avg Close Range
Q1 2024
Shares 58 Value ($000) $3 Avg Close Range
Q4 2023
Shares 38 Value ($000) $0 Avg Close Range
Q1 2023
Shares 5,117 Value ($000) $0 Avg Close Range
Q4 2022
Shares 3,954 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,111 Value ($000) $154 Avg Close Range
Q2 2022
Shares 2,653 Value ($000) $137 Avg Close Range
Q1 2022
Shares 2,492 Value ($000) $135 Avg Close Range
Q4 2021
Shares 2,311 Value ($000) $131 Avg Close Range
Q3 2021
Shares 1,628 Value ($000) $93 Avg Close Range
Q2 2021
Shares 1,081 Value ($000) $63 Avg Close Range
Q1 2021
Shares 739 Value ($000) $40 Avg Close Range
Q3 2019
Shares 8,388 Value ($000) $466 Avg Close Range