SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 13,446 Value ($000) $353 Avg Close — Range —
Q3 2025
Shares 13,446 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 13,446 Value ($000) $320 Avg Close — Range —
Q1 2025
Shares 13,446 Value ($000) $289 Avg Close — Range —
Q1 2024
Shares 2,672 Value ($000) $163 Avg Close — Range —
Q4 2023
Shares 2,672 Value ($000) $149 Avg Close — Range —
Q3 2023
Shares 2,672 Value ($000) $138 Avg Close — Range —
Q2 2023
Shares 2,672 Value ($000) $138 Avg Close — Range —
Q1 2023
Shares 2,672 Value ($000) $128 Avg Close — Range —
Q4 2022
Shares 19 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 2,672 Value ($000) $112 Avg Close — Range —
Q2 2022
Shares 2,672 Value ($000) $118 Avg Close — Range —
Q1 2022
Shares 2,672 Value ($000) $143 Avg Close — Range —
Q4 2021
Shares 1,336 Value ($000) $148 Avg Close — Range —
Q3 2021
Shares 1,336 Value ($000) $139 Avg Close — Range —