News + Filings Holdings
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HARVEST GROUP WEALTH MANAGEMENT, LLC
> SCHR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHR | 137,086 | -1,087 | 6,748,757,000 | 6,742,080,000 | $49,230.10 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHR | 138,173 | 2,982 | 6,677,000 | -421,000 | $48.32 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHR | 135,191 | 1,635 | 7,098,000 | -14,000 | $52.50 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHR | 133,556 | -46,609 | 7,112,000 | -3,134,000 | $53.25 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHR | 180,165 | 7,518 | 10,246,000 | 450,000 | $56.87 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHR | 172,647 | 13,746 | 9,796,000 | 545,000 | $56.74 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHR | 158,901 | 28,720 | 9,251,000 | 1,612,000 | $58.22 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHR | 130,181 | 46,404 | 7,639,000 | 2,715,000 | $58.68 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHR | 83,777 | 29,340 | 4,924,000 | 1,725,000 | $58.78 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHR | 54,437 | -88,428 | 3,199,000 | -4,739,000 | $58.77 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHR | 142,865 | 3,492 | 7,938,000 | 279,000 | $55.56 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHR | 139,373 | -47,202 | 7,659,000 | -2,375,000 | $54.95 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHR | 186,575 | -126,940 | 10,034,000 | -6,567,000 | $53.78 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHR | 313,515 | -1,478 | 16,601,000 | 288,000 | $52.95 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHR | 314,993 | 259,967 | 16,313,000 | 13,433,000 | $51.79 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHR | 55,026 | 15,495 | 2,880,000 | 801,000 | $52.34 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHR | 39,531 | 1,842 | 2,079,000 | 69,000 | $52.59 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHR | 37,689 | 37,689 | 2,010,000 | 2,010,000 | $53.33 |
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