SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 104,766 Value ($000) $2,748 Avg Close — Range —
Q3 2025
Shares 104,571 Value ($000) $2,689 Avg Close — Range —
Q2 2025
Shares 96,875 Value ($000) $2,309 Avg Close — Range —
Q1 2025
Shares 109,572 Value ($000) $2,359 Avg Close — Range —
Q4 2024
Shares 109,000 Value ($000) $2,474 Avg Close — Range —
Q3 2024
Shares 36,323 Value ($000) $2,416 Avg Close — Range —
Q2 2024
Shares 37,343 Value ($000) $2,348 Avg Close — Range —
Q1 2024
Shares 39,043 Value ($000) $2,384 Avg Close — Range —
Q4 2023
Shares 39,166 Value ($000) $2,180 Avg Close — Range —
Q3 2023
Shares 39,019 Value ($000) $1,945 Avg Close — Range —
Q2 2023
Shares 39,007 Value ($000) $2,017 Avg Close — Range —