SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Alley Investment Management Company, LLC's Holding History (CIK: 0001917618)

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

Q4 2025
Shares 48,358 Value ($000) $1,301 Avg Close — Range —
Q3 2025
Shares 51,025 Value ($000) $1,344 Avg Close — Range —
Q2 2025
Shares 51,267 Value ($000) $1,253 Avg Close — Range —
Q1 2025
Shares 55,214 Value ($000) $1,219 Avg Close — Range —
Q4 2024
Shares 56,589 Value ($000) $1,312 Avg Close — Range —
Q3 2024
Shares 19,110 Value ($000) $1,297 Avg Close — Range —
Q2 2024
Shares 19,495 Value ($000) $1,253 Avg Close — Range —
Q1 2024
Shares 19,411 Value ($000) $1,205 Avg Close — Range —
Q4 2023
Shares 19,458 Value ($000) $1,097 Avg Close — Range —
Q3 2023
Shares 21,196 Value ($000) $1,073 Avg Close — Range —
Q2 2023
Shares 21,186 Value ($000) $1,110 Avg Close — Range —
Q1 2023
Shares 21,145 Value ($000) $1,023 Avg Close — Range —
Q4 2022
Shares 22,134 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 22,165 Value ($000) $939 Avg Close — Range —
Q2 2022
Shares 22,000 Value ($000) $983 Avg Close — Range —
Q1 2022
Shares 22,446 Value ($000) $1,209 Avg Close — Range —