SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 26,587 Value ($000) $697 Avg Close — Range —
Q3 2025
Shares 26,552 Value ($000) $683 Avg Close — Range —
Q2 2025
Shares 26,874 Value ($000) $640 Avg Close — Range —
Q1 2025
Shares 26,842 Value ($000) $578 Avg Close — Range —
Q4 2024
Shares 26,808 Value ($000) $609 Avg Close — Range —
Q3 2024
Shares 9,004 Value ($000) $599 Avg Close — Range —
Q2 2024
Shares 8,983 Value ($000) $565 Avg Close — Range —
Q1 2024
Shares 8,983 Value ($000) $548 Avg Close — Range —
Q4 2023
Shares 8,983 Value ($000) $500 Avg Close — Range —
Q3 2023
Shares 14,659 Value ($000) $731 Avg Close — Range —
Q2 2023
Shares 18,453 Value ($000) $954 Avg Close — Range —
Q1 2023
Shares 22,734 Value ($000) $1,088 Avg Close — Range —
Q4 2022
Shares 44,156 Value ($000) $1,979 Avg Close — Range —
Q3 2022
Shares 40,142 Value ($000) $1,686 Avg Close — Range —
Q2 2022
Shares 41,721 Value ($000) $1,844 Avg Close — Range —