SCHWAB STRATEGIC TR

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

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

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

Q4 2025
Shares 9,212 Value ($000) $224 Avg Close Range
Q3 2025
Shares 9,206 Value ($000) $224 Avg Close Range
Q3 2024
Shares 10,650 Value ($000) $522 Avg Close Range
Q2 2024
Shares 10,715 Value ($000) $516 Avg Close Range
Q1 2024
Shares 16,448 Value ($000) $793 Avg Close Range
Q4 2023
Shares 31,594 Value ($000) $1,531 Avg Close Range
Q3 2023
Shares 115,897 Value ($000) $5,550 Avg Close Range
Q2 2023
Shares 91,760 Value ($000) $4,410 Avg Close Range
Q1 2023
Shares 93,288 Value ($000) $4,552 Avg Close Range
Q4 2022
Shares 107,076 Value ($000) $5,166 Avg Close Range
Q3 2022
Shares 102,401 Value ($000) $4,942 Avg Close Range
Q2 2022
Shares 69,226 Value ($000) $3,405 Avg Close Range
Q1 2022
Shares 45,428 Value ($000) $2,310 Avg Close Range
Q4 2021
Shares 42,246 Value ($000) $2,163 Avg Close Range
Q3 2021
Shares 42,246 Value ($000) $2,163 Avg Close Range
Q2 2021
Shares 39,888 Value ($000) $2,047 Avg Close Range
Q1 2021
Shares 39,888 Value ($000) $2,047 Avg Close Range
Q4 2020
Shares 38,233 Value ($000) $1,965 Avg Close Range
Q3 2020
Shares 38,462 Value ($000) $1,980 Avg Close Range
Q2 2020
Shares 31,925 Value ($000) $1,647 Avg Close Range
Q1 2020
Shares 30,095 Value ($000) $1,555 Avg Close Range
Q4 2019
Shares 31,924 Value ($000) $1,611 Avg Close Range
Q3 2019
Shares 32,146 Value ($000) $1,625 Avg Close Range
Q2 2019
Shares 32,547 Value ($000) $1,641 Avg Close Range
Q1 2019
Shares 29,190 Value ($000) $1,457 Avg Close Range