SCHWAB STRATEGIC TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q3 2023
Shares 4,660 Value ($000) $223 Avg Close Range
Q2 2023
Shares 4,941 Value ($000) $237 Avg Close Range
Q1 2023
Shares 9,187 Value ($000) $448 Avg Close Range
Q4 2022
Shares 12,407 Value ($000) $599 Avg Close Range
Q3 2022
Shares 14,757 Value ($000) $712 Avg Close Range
Q2 2022
Shares 16,083 Value ($000) $791 Avg Close Range
Q1 2022
Shares 13,629 Value ($000) $675 Avg Close Range
Q4 2021
Shares 12,685 Value ($000) $645 Avg Close Range
Q3 2021
Shares 12,797 Value ($000) $655 Avg Close Range
Q2 2021
Shares 12,787 Value ($000) $655 Avg Close Range
Q1 2021
Shares 12,775 Value ($000) $655 Avg Close Range
Q4 2020
Shares 14,592 Value ($000) $750 Avg Close Range
Q3 2020
Shares 14,558 Value ($000) $750 Avg Close Range
Q2 2020
Shares 14,602 Value ($000) $754 Avg Close Range
Q1 2020
Shares 13,171 Value ($000) $681 Avg Close Range
Q4 2019
Shares 15,766 Value ($000) $796 Avg Close Range
Q3 2019
Shares 16,112 Value ($000) $815 Avg Close Range
Q2 2019
Shares 15,233 Value ($000) $771 Avg Close Range
Q1 2019
Shares 19,810 Value ($000) $994 Avg Close Range
Q4 2018
Shares 24,805 Value ($000) $1,238 Avg Close Range
Q3 2018
Shares 21,115 Value ($000) $1,047 Avg Close Range
Q2 2018
Shares 20,368 Value ($000) $1,013 Avg Close Range
Q1 2018
Shares 20,618 Value ($000) $1,028 Avg Close Range
Q4 2017
Shares 21,467 Value ($000) $1,074 Avg Close Range