SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 18,615 Value ($000) $454 Avg Close — Range —
Q3 2025
Shares 18,558 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 19,345 Value ($000) $472 Avg Close — Range —
Q1 2025
Shares 20,722 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 26,909 Value ($000) $647 Avg Close — Range —
Q3 2024
Shares 13,409 Value ($000) $657 Avg Close — Range —
Q2 2024
Shares 13,458 Value ($000) $648 Avg Close — Range —
Q1 2022
Shares 195 Value ($000) $10 Avg Close — Range —
Q4 2021
Shares 174 Value ($000) $9 Avg Close — Range —
Q1 2021
Shares 4,282 Value ($000) $220 Avg Close — Range —
Q4 2020
Shares 13,339 Value ($000) $685 Avg Close — Range —
Q3 2020
Shares 20,739 Value ($000) $1,068 Avg Close — Range —
Q2 2020
Shares 25,739 Value ($000) $1,329 Avg Close — Range —