SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 158,990 Value ($000) $5,186 Avg Close — Range —
Q3 2025
Shares 163,496 Value ($000) $5,217 Avg Close — Range —
Q2 2025
Shares 192,187 Value ($000) $5,614 Avg Close — Range —
Q1 2025
Shares 142,718 Value ($000) $3,574 Avg Close — Range —
Q4 2024
Shares 65,983 Value ($000) $1,839 Avg Close — Range —
Q3 2024
Shares 11,413 Value ($000) $1,189 Avg Close — Range —
Q2 2024
Shares 9,430 Value ($000) $951 Avg Close — Range —
Q1 2024
Shares 9,430 Value ($000) $874 Avg Close — Range —
Q4 2023
Shares 9,419 Value ($000) $781 Avg Close — Range —
Q3 2023
Shares 9,423 Value ($000) $685 Avg Close — Range —
Q2 2023
Shares 8,863 Value ($000) $664 Avg Close — Range —
Q1 2023
Shares 9,159 Value ($000) $597 Avg Close — Range —
Q4 2022
Shares 8,817 Value ($000) $507 Avg Close — Range —
Q1 2020
Shares 3,519 Value ($000) $280 Avg Close — Range —
Q4 2019
Shares 3,519 Value ($000) $327 Avg Close — Range —
Q3 2019
Shares 3,519 Value ($000) $296 Avg Close — Range —