SCHWAB STRATEGIC TR

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

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

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

Q2 2025
Shares 101,034 Value ($000) $2,463 Avg Close — Range —
Q1 2025
Shares 97,803 Value ($000) $2,381 Avg Close — Range —
Q4 2024
Shares 93,219 Value ($000) $2,243 Avg Close — Range —
Q3 2024
Shares 40,890 Value ($000) $2,003 Avg Close — Range —
Q2 2024
Shares 38,730 Value ($000) $1,864 Avg Close — Range —
Q1 2024
Shares 40,363 Value ($000) $1,946 Avg Close — Range —
Q4 2023
Shares 38,519 Value ($000) $1,866 Avg Close — Range —
Q3 2023
Shares 4,825 Value ($000) $231 Avg Close — Range —
Q2 2023
Shares 4,825 Value ($000) $232 Avg Close — Range —