SCHWAB STRATEGIC TR

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

True Link Financial Advisors, LLC's Holding History (CIK: 0001846236)

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

Q4 2025
Shares 63,929 Value ($000) $1,558 Avg Close Range
Q3 2025
Shares 63,156 Value ($000) $1,541 Avg Close Range
Q2 2025
Shares 85,692 Value ($000) $2,089 Avg Close Range
Q1 2025
Shares 50,530 Value ($000) $1,230 Avg Close Range
Q4 2024
Shares 37,831 Value ($000) $910 Avg Close Range
Q3 2024
Shares 18,446 Value ($000) $903 Avg Close Range
Q2 2024
Shares 18,945 Value ($000) $912 Avg Close Range
Q1 2024
Shares 22,864 Value ($000) $1,102 Avg Close Range
Q4 2023
Shares 21,560 Value ($000) $1,045 Avg Close Range
Q3 2023
Shares 27,699 Value ($000) $1,327 Avg Close Range
Q2 2023
Shares 15,907 Value ($000) $764 Avg Close Range
Q1 2023
Shares 27,130 Value ($000) $1,324 Avg Close Range
Q4 2021
Shares 717 Value ($000) $36 Avg Close Range
Q3 2021
Shares 717 Value ($000) $37 Avg Close Range
Q2 2021
Shares 717 Value ($000) $37 Avg Close Range
Q1 2021
Shares 717 Value ($000) $37 Avg Close Range
Q4 2020
Shares 601 Value ($000) $31 Avg Close Range