SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 433,231 Value ($000) $10,862 Avg Close — Range —
Q3 2025
Shares 427,988 Value ($000) $10,752 Avg Close — Range —
Q2 2025
Shares 425,395 Value ($000) $10,644 Avg Close — Range —
Q1 2025
Shares 397,262 Value ($000) $9,876 Avg Close — Range —
Q4 2024
Shares 364,963 Value ($000) $8,865 Avg Close — Range —
Q3 2024
Shares 108,460 Value ($000) $5,488 Avg Close — Range —
Q2 2024
Shares 96,827 Value ($000) $4,724 Avg Close — Range —
Q1 2024
Shares 85,600 Value ($000) $4,199 Avg Close — Range —
Q4 2023
Shares 72,294 Value ($000) $3,595 Avg Close — Range —
Q3 2023
Shares 58,090 Value ($000) $2,785 Avg Close — Range —
Q2 2023
Shares 37,337 Value ($000) $1,840 Avg Close — Range —
Q1 2023
Shares 34,265 Value ($000) $1,728 Avg Close — Range —
Q4 2022
Shares 34,098 Value ($000) $1,679 Avg Close — Range —
Q3 2022
Shares 55,127 Value ($000) $2,709 Avg Close — Range —
Q2 2022
Shares 55,697 Value ($000) $2,874 Avg Close — Range —
Q1 2022
Shares 55,453 Value ($000) $2,953,000 Avg Close — Range —
Q4 2021
Shares 77,250 Value ($000) $4,337,000 Avg Close — Range —
Q3 2021
Shares 76,187 Value ($000) $4,320 Avg Close — Range —
Q2 2021
Shares 72,546 Value ($000) $4,125 Avg Close — Range —
Q1 2021
Shares 59,232 Value ($000) $3,341 Avg Close — Range —
Q4 2020
Shares 53,853 Value ($000) $3,135 Avg Close — Range —
Q3 2020
Shares 33,528 Value ($000) $1,967 Avg Close — Range —