News + Filings Holdings
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IMA Wealth, Inc.
> SCHB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHB | 282,311 | 11,465 | 14,595,467,000 | 2,458,843,000 | $51,699.96 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHB | 270,846 | -3,553 | 12,136,624,000 | 12,125,102,000 | $44,810.05 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHB | 274,399 | -4,421 | 11,522,000 | -799,000 | $41.99 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHB | 278,820 | 24,194 | 12,321,000 | -1,273,000 | $44.19 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHB | 254,626 | 125,971 | 13,594,000 | -945,000 | $53.39 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 128,655 | -2,550 | 14,539,000 | 912,000 | $113.01 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 131,205 | -2,216 | 13,627,000 | -285,000 | $103.86 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 133,421 | -198 | 13,912,000 | 990,000 | $104.27 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 133,619 | 111 | 12,922,000 | 774,000 | $96.71 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 133,508 | 32,861 | 12,148,000 | 4,753,000 | $90.99 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHB | 100,647 | -30,922 | 7,395,000 | -556,000 | $73.47 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 131,569 | -1,115 | 7,951,000 | -2,249,000 | $60.43 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHB | 132,684 | -1,527 | 10,200,000 | 669,000 | $76.87 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHB | 134,211 | -10,928 | 9,531,000 | -705,000 | $71.02 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHB | 145,139 | -17,432 | 10,236,000 | -827,000 | $70.53 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHB | 162,571 | 15,864 | 11,063,000 | 2,271,000 | $68.05 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHB | 146,707 | -1,087 | 8,792,000 | -1,611,000 | $59.93 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHB | 147,794 | -2,287 | 10,403,000 | 499,000 | $70.39 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHB | 150,081 | -22,799 | 9,904,000 | -1,124,000 | $65.99 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHB | 172,880 | -159 | 11,028,000 | -136,000 | $63.79 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHB | 173,039 | 12,446 | 11,164,000 | 1,382,000 | $64.52 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHB | 160,593 | 8,017 | 9,782,000 | 862,000 | $60.91 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHB | 152,576 | 83,859 | 8,920,000 | 4,999,000 | $58.46 |
| 03/31/2017 | SCHWAB STRATEGIC TRUST | SCHB | 68,717 | 68,717 | 3,921,000 | 3,921,000 | $57.06 |
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