SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 25,357 Value ($000) $636 Avg Close — Range —
Q3 2025
Shares 28,092 Value ($000) $706 Avg Close — Range —
Q2 2025
Shares 29,242 Value ($000) $732 Avg Close — Range —
Q1 2025
Shares 34,825 Value ($000) $866 Avg Close — Range —
Q4 2024
Shares 42,956 Value ($000) $1,043 Avg Close — Range —
Q1 2022
Shares 5,317 Value ($000) $283 Avg Close — Range —
Q4 2021
Shares 5,862 Value ($000) $329 Avg Close — Range —
Q3 2021
Shares 5,862 Value ($000) $332 Avg Close — Range —
Q2 2021
Shares 5,862 Value ($000) $333 Avg Close — Range —
Q1 2021
Shares 5,862 Value ($000) $331 Avg Close — Range —
Q4 2020
Shares 7,895 Value ($000) $460 Avg Close — Range —
Q3 2020
Shares 7,895 Value ($000) $460 Avg Close — Range —
Q2 2020
Shares 7,895 Value ($000) $465 Avg Close — Range —
Q1 2020
Shares 7,895 Value ($000) $464 Avg Close — Range —
Q4 2019
Shares 8,282 Value ($000) $455 Avg Close — Range —
Q3 2019
Shares 7,895 Value ($000) $434 Avg Close — Range —
Q1 2019
Shares 7,895 Value ($000) $425 Avg Close — Range —