SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 16,043 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 15,379 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 15,549 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 15,639 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 15,851 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,545 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,996 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 6,335 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 6,897 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 7,458 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 8,913 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 9,142 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 9,142 Value ($000) $0 Avg Close — Range —