SCHWAB STRATEGIC TR

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

Capital Analysts, LLC's Holding History (CIK: 0001624758)

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

Q4 2025
Shares 4,160 Value ($000) $0 Avg Close Range
Q3 2025
Shares 4,899 Value ($000) $0 Avg Close Range
Q2 2025
Shares 4,685 Value ($000) $0 Avg Close Range
Q1 2025
Shares 5,463 Value ($000) $0 Avg Close Range
Q4 2024
Shares 5,737 Value ($000) $0 Avg Close Range
Q3 2024
Shares 3,320 Value ($000) $0 Avg Close Range
Q2 2024
Shares 2,836 Value ($000) $0 Avg Close Range
Q1 2024
Shares 7,314 Value ($000) $0 Avg Close Range
Q4 2023
Shares 3,166 Value ($000) $0 Avg Close Range
Q3 2023
Shares 3,161 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,061 Value ($000) $0 Avg Close Range
Q1 2023
Shares 2,061 Value ($000) $0 Avg Close Range
Q4 2022
Shares 2,402 Value ($000) $0 Avg Close Range
Q4 2021
Shares 19,035 Value ($000) $968 Avg Close Range
Q3 2021
Shares 19,175 Value ($000) $982 Avg Close Range
Q2 2021
Shares 18,921 Value ($000) $969 Avg Close Range
Q1 2021
Shares 18,267 Value ($000) $937 Avg Close Range
Q4 2020
Shares 13,858 Value ($000) $712 Avg Close Range
Q3 2020
Shares 11,142 Value ($000) $574 Avg Close Range