SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 120,424 Value ($000) $3,159 Avg Close — Range —
Q3 2025
Shares 105,107 Value ($000) $2,702 Avg Close — Range —
Q2 2025
Shares 104,159 Value ($000) $2,482 Avg Close — Range —
Q1 2025
Shares 104,668 Value ($000) $2,254 Avg Close — Range —
Q4 2024
Shares 85,361 Value ($000) $1,938 Avg Close — Range —
Q3 2024
Shares 21,778 Value ($000) $1,449 Avg Close — Range —
Q2 2024
Shares 3,828 Value ($000) $241 Avg Close — Range —