SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 8,065 Value ($000) $367 Avg Close Range
Q3 2025
Shares 9,026 Value ($000) $411 Avg Close Range
Q2 2025
Shares 10,867 Value ($000) $463 Avg Close Range
Q1 2025
Shares 20,400 Value ($000) $732 Avg Close Range
Q4 2024
Shares 18,590 Value ($000) $638 Avg Close Range
Q3 2024
Shares 10,820 Value ($000) $417 Avg Close Range
Q2 2024
Shares 3,716 Value ($000) $132 Avg Close Range
Q1 2024
Shares 3,699 Value ($000) $133 Avg Close Range
Q4 2023
Shares 1,357 Value ($000) $47 Avg Close Range
Q3 2023
Shares 3,803 Value ($000) $123 Avg Close Range
Q2 2023
Shares 431 Value ($000) $15 Avg Close Range
Q1 2023
Shares 196 Value ($000) $7 Avg Close Range
Q4 2022
Shares 468 Value ($000) $15 Avg Close Range
Q3 2022
Shares 468 Value ($000) $13 Avg Close Range
Q2 2022
Shares 468 Value ($000) $15 Avg Close Range
Q1 2022
Shares 71 Value ($000) $3 Avg Close Range
Q4 2021
Shares 71 Value ($000) $3 Avg Close Range
Q3 2021
Shares 71 Value ($000) $3 Avg Close Range
Q2 2021
Shares 71 Value ($000) $3 Avg Close Range
Q1 2021
Shares 71 Value ($000) $3 Avg Close Range
Q4 2020
Shares 71 Value ($000) $3 Avg Close Range
Q3 2020
Shares 71 Value ($000) $2 Avg Close Range
Q2 2020
Shares 71 Value ($000) $2 Avg Close Range
Q1 2020
Shares 5,096 Value ($000) $124 Avg Close Range