SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 30,778 Value ($000) $828 Avg Close — Range —
Q3 2025
Shares 32,584 Value ($000) $858 Avg Close — Range —
Q2 2025
Shares 32,584 Value ($000) $796 Avg Close — Range —
Q1 2025
Shares 32,584 Value ($000) $719 Avg Close — Range —
Q4 2024
Shares 26,889 Value ($000) $623 Avg Close — Range —
Q3 2024
Shares 9,877 Value ($000) $670 Avg Close — Range —
Q2 2024
Shares 8,977 Value ($000) $577 Avg Close — Range —
Q1 2024
Shares 8,977 Value ($000) $557 Avg Close — Range —
Q2 2022
Shares 5,579 Value ($000) $249 Avg Close — Range —