SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 2,206,735 Value ($000) $58,456 Avg Close — Range —
Q3 2025
Shares 1,990,216 Value ($000) $53,636 Avg Close — Range —
Q2 2025
Shares 1,850,449 Value ($000) $49,370 Avg Close — Range —
Q1 2025
Shares 1,882,325 Value ($000) $50,616 Avg Close — Range —
Q4 2024
Shares 1,824,302 Value ($000) $47,122 Avg Close — Range —
Q3 2024
Shares 886,979 Value ($000) $47,569 Avg Close — Range —
Q2 2024
Shares 853,726 Value ($000) $44,402 Avg Close — Range —
Q1 2024
Shares 828,563 Value ($000) $43,218 Avg Close — Range —
Q4 2023
Shares 825,023 Value ($000) $43,066 Avg Close — Range —
Q3 2023
Shares 759,543 Value ($000) $38,349 Avg Close — Range —
Q2 2023
Shares 672,372 Value ($000) $35,252 Avg Close — Range —
Q1 2023
Shares 635,338 Value ($000) $34,060 Avg Close — Range —
Q4 2022
Shares 594,605 Value ($000) $30,795 Avg Close — Range —
Q3 2022
Shares 685,242 Value ($000) $35,496 Avg Close — Range —
Q2 2022
Shares 658,438 Value ($000) $36,741 Avg Close — Range —
Q1 2022
Shares 824,669 Value ($000) $50,066 Avg Close — Range —
Q4 2021
Shares 796,633 Value ($000) $50,100 Avg Close — Range —
Q3 2021
Shares 761,581 Value ($000) $47,660 Avg Close — Range —
Q2 2021
Shares 710,557 Value ($000) $44,417 Avg Close — Range —
Q1 2021
Shares 647,129 Value ($000) $39,578 Avg Close — Range —
Q4 2020
Shares 588,413 Value ($000) $36,529 Avg Close — Range —
Q3 2020
Shares 520,384 Value ($000) $32,071 Avg Close — Range —
Q2 2020
Shares 469,388 Value ($000) $28,173 Avg Close — Range —
Q1 2020
Shares 398,016 Value ($000) $22,890 Avg Close — Range —
Q4 2019
Shares 306,665 Value ($000) $17,366 Avg Close — Range —
Q3 2019
Shares 238,770 Value ($000) $13,553 Avg Close — Range —
Q2 2019
Shares 149,025 Value ($000) $8,392 Avg Close — Range —
Q1 2019
Shares 72,892 Value ($000) $4,009 Avg Close — Range —
Q4 2018
Shares 78,254 Value ($000) $4,167 Avg Close — Range —
Q3 2018
Shares 80,863 Value ($000) $4,363 Avg Close — Range —
Q2 2018
Shares 71,125 Value ($000) $3,905 Avg Close — Range —
Q1 2018
Shares 65,912 Value ($000) $3,617 Avg Close — Range —
Q4 2017
Shares 66,689 Value ($000) $3,697 Avg Close — Range —