SCHWAB STRATEGIC TR

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 75,117 Value ($000) $1,831 Avg Close Range
Q3 2025
Shares 74,194 Value ($000) $1,810 Avg Close Range
Q2 2025
Shares 82,257 Value ($000) $2,005 Avg Close Range
Q1 2025
Shares 119,466 Value ($000) $2,908 Avg Close Range
Q4 2024
Shares 126,997 Value ($000) $3,056 Avg Close Range
Q3 2024
Shares 48,519 Value ($000) $2,376 Avg Close Range
Q2 2024
Shares 42,366 Value ($000) $2,039 Avg Close Range
Q1 2024
Shares 43,496 Value ($000) $2,096 Avg Close Range
Q4 2023
Shares 48,397 Value ($000) $2,345 Avg Close Range
Q3 2023
Shares 50,345 Value ($000) $2,411 Avg Close Range
Q2 2023
Shares 31,260 Value ($000) $1,502 Avg Close Range
Q1 2023
Shares 29,150 Value ($000) $1,422 Avg Close Range
Q4 2022
Shares 26,190 Value ($000) $1,263 Avg Close Range