SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 35,007 Value ($000) $1,594 Avg Close Range
Q3 2025
Shares 38,650 Value ($000) $1,756 Avg Close Range
Q2 2025
Shares 38,534 Value ($000) $1,641 Avg Close Range
Q1 2025
Shares 34,115 Value ($000) $1,225 Avg Close Range
Q4 2024
Shares 33,882 Value ($000) $1,163 Avg Close Range
Q3 2024
Shares 32,273 Value ($000) $1,244 Avg Close Range
Q2 2024
Shares 32,480 Value ($000) $1,153 Avg Close Range
Q1 2024
Shares 32,491 Value ($000) $1,162 Avg Close Range
Q4 2023
Shares 31,606 Value ($000) $1,103 Avg Close Range
Q3 2023
Shares 31,361 Value ($000) $1,011 Avg Close Range
Q2 2023
Shares 31,857 Value ($000) $1,075 Avg Close Range
Q1 2023
Shares 32,374 Value ($000) $1,091 Avg Close Range
Q4 2022
Shares 32,380 Value ($000) $1,019 Avg Close Range
Q3 2022
Shares 29,761 Value ($000) $826 Avg Close Range
Q2 2022
Shares 24,421 Value ($000) $763 Avg Close Range
Q1 2022
Shares 21,475 Value ($000) $816,000 Avg Close Range
Q4 2021
Shares 26,326 Value ($000) $1,078,000 Avg Close Range
Q3 2021
Shares 26,416 Value ($000) $1,098 Avg Close Range
Q2 2021
Shares 28,468 Value ($000) $1,188 Avg Close Range
Q1 2021
Shares 27,188 Value ($000) $1,072 Avg Close Range
Q4 2020
Shares 25,863 Value ($000) $974 Avg Close Range
Q3 2020
Shares 14,492 Value ($000) $471 Avg Close Range