SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025
Shares 69,483 Value ($000) $1,743 Avg Close Range
Q3 2025
Shares 64,358 Value ($000) $1,617 Avg Close Range
Q2 2025
Shares 61,151 Value ($000) $1,531 Avg Close Range
Q1 2025
Shares 59,737 Value ($000) $1,485 Avg Close Range
Q4 2024
Shares 59,441 Value ($000) $1,444 Avg Close Range
Q3 2024
Shares 28,259 Value ($000) $1,430 Avg Close Range
Q2 2024
Shares 25,782 Value ($000) $1,257 Avg Close Range
Q1 2024
Shares 25,891 Value ($000) $1,270 Avg Close Range
Q4 2023
Shares 23,979 Value ($000) $1,192 Avg Close Range
Q3 2023
Shares 19,955 Value ($000) $957 Avg Close Range
Q2 2023
Shares 20,004 Value ($000) $986 Avg Close Range
Q1 2023
Shares 24,939 Value ($000) $1,258 Avg Close Range
Q4 2022
Shares 25,656 Value ($000) $1,263 Avg Close Range
Q3 2022
Shares 19,355 Value ($000) $951 Avg Close Range
Q2 2022
Shares 18,259 Value ($000) $942 Avg Close Range
Q1 2022
Shares 20,057 Value ($000) $1,068 Avg Close Range
Q4 2021
Shares 20,311 Value ($000) $1,140 Avg Close Range
Q3 2021
Shares 21,770 Value ($000) $1,235 Avg Close Range
Q2 2021
Shares 22,194 Value ($000) $1,262 Avg Close Range
Q1 2021
Shares 22,225 Value ($000) $1,254 Avg Close Range
Q4 2020
Shares 21,603 Value ($000) $1,258 Avg Close Range
Q3 2020
Shares 21,282 Value ($000) $1,249 Avg Close Range
Q2 2020
Shares 20,849 Value ($000) $1,225 Avg Close Range
Q1 2020
Shares 22,982 Value ($000) $1,351 Avg Close Range
Q4 2019
Shares 36,564 Value ($000) $2,008 Avg Close Range
Q3 2019
Shares 38,834 Value ($000) $2,158 Avg Close Range
Q2 2019
Shares 23,269 Value ($000) $1,279 Avg Close Range
Q1 2019
Shares 19,962 Value ($000) $1,074 Avg Close Range
Q4 2018
Shares 17,009 Value ($000) $901 Avg Close Range
Q3 2018
Shares 23,082 Value ($000) $1,195 Avg Close Range
Q2 2018
Shares 21,874 Value ($000) $1,145 Avg Close Range
Q1 2018
Shares 18,437 Value ($000) $970 Avg Close Range
Q4 2017
Shares 17,031 Value ($000) $908 Avg Close Range