SCHWAB STRATEGIC TR

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

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 260,847 Value ($000) $6,357 Avg Close Range
Q3 2025
Shares 284,838 Value ($000) $6,967 Avg Close Range
Q2 2025
Shares 356,834 Value ($000) $8,653 Avg Close Range
Q1 2025
Shares 452,016 Value ($000) $10,975 Avg Close Range
Q4 2024
Shares 782,878 Value ($000) $18,836 Avg Close Range
Q3 2024
Shares 454,962 Value ($000) $22,225 Avg Close Range
Q2 2024
Shares 461,455 Value ($000) $22,196 Avg Close Range
Q1 2024
Shares 461,371 Value ($000) $22,141 Avg Close Range
Q4 2023
Shares 472,273 Value ($000) $22,844 Avg Close Range
Q3 2023
Shares 479,603 Value ($000) $22,968 Avg Close Range
Q2 2023
Shares 494,996 Value ($000) $23,790 Avg Close Range
Q4 2022
Shares 547,489 Value ($000) $26,411 Avg Close Range
Q3 2022
Shares 603,329 Value ($000) $29,117 Avg Close Range
Q2 2022
Shares 643,730 Value ($000) $31,665 Avg Close Range
Q1 2022
Shares 674,445 Value ($000) $33,412 Avg Close Range
Q4 2021
Shares 669,906 Value ($000) $34,065 Avg Close Range
Q3 2021
Shares 669,858 Value ($000) $34,290 Avg Close Range
Q2 2021
Shares 656,253 Value ($000) $33,613 Avg Close Range