SCHWAB STRATEGIC TR

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

Cornerstone Wealth Advisors, Inc.'s Holding History (CIK: 0001862176)

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

Q4 2025
Shares 148,357 Value ($000) $3,615 Avg Close — Range —
Q3 2025
Shares 149,152 Value ($000) $3,639 Avg Close — Range —
Q2 2025
Shares 149,315 Value ($000) $3,640 Avg Close — Range —
Q1 2025
Shares 145,140 Value ($000) $3,533 Avg Close — Range —
Q4 2024
Shares 112,125 Value ($000) $2,698 Avg Close — Range —
Q3 2024
Shares 58,762 Value ($000) $2,878 Avg Close — Range —
Q2 2024
Shares 102,234 Value ($000) $4,921 Avg Close — Range —
Q1 2024
Shares 86,811 Value ($000) $4,185 Avg Close — Range —
Q4 2023
Shares 118,733 Value ($000) $5,753 Avg Close — Range —
Q3 2023
Shares 164,550 Value ($000) $7,880 Avg Close — Range —
Q2 2023
Shares 175,212 Value ($000) $8,421 Avg Close — Range —
Q1 2023
Shares 185,225 Value ($000) $9,037 Avg Close — Range —
Q4 2022
Shares 177,226 Value ($000) $8,549 Avg Close — Range —
Q3 2022
Shares 228,508 Value ($000) $11,028 Avg Close — Range —
Q2 2022
Shares 273,482 Value ($000) $13,453 Avg Close — Range —
Q1 2022
Shares 7,728 Value ($000) $383 Avg Close — Range —
Q4 2021
Shares 9,597 Value ($000) $488 Avg Close — Range —