SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 69,026 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 69,326 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 73,831 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 74,896 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 69,319 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 16,891 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 16,916 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 17,336 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 17,686 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 17,861 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 18,201 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 18,201 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 18,201 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 3,601 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 4,142 Value ($000) $240 Avg Close — Range —
Q1 2022
Shares 5,829 Value ($000) $436 Avg Close — Range —
Q4 2021
Shares 1,227 Value ($000) $201 Avg Close — Range —
Q3 2021
Shares 1,367 Value ($000) $202 Avg Close — Range —