SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 16,538 Value ($000) $539 Avg Close Range
Q3 2025
Shares 17,302 Value ($000) $552 Avg Close Range
Q2 2025
Shares 17,767 Value ($000) $519 Avg Close Range
Q1 2025
Shares 17,948 Value ($000) $449 Avg Close Range
Q4 2024
Shares 18,125 Value ($000) $505 Avg Close Range
Q3 2024
Shares 4,652 Value ($000) $485 Avg Close Range
Q2 2024
Shares 4,658 Value ($000) $470 Avg Close Range
Q1 2024
Shares 4,932 Value ($000) $457 Avg Close Range
Q4 2023
Shares 5,631 Value ($000) $467 Avg Close Range
Q3 2023
Shares 5,631 Value ($000) $409 Avg Close Range
Q2 2023
Shares 5,631 Value ($000) $422 Avg Close Range
Q1 2023
Shares 5,631 Value ($000) $367 Avg Close Range
Q4 2022
Shares 5,631 Value ($000) $313 Avg Close Range
Q3 2022
Shares 5,747 Value ($000) $321 Avg Close Range
Q2 2022
Shares 5,747 Value ($000) $333 Avg Close Range
Q1 2022
Shares 5,747 Value ($000) $430 Avg Close Range
Q4 2021
Shares 2,989 Value ($000) $489 Avg Close Range
Q3 2021
Shares 2,989 Value ($000) $443 Avg Close Range
Q2 2021
Shares 3,118 Value ($000) $455 Avg Close Range
Q1 2021
Shares 3,556 Value ($000) $461 Avg Close Range
Q4 2020
Shares 3,601 Value ($000) $462 Avg Close Range
Q3 2020
Shares 3,601 Value ($000) $415 Avg Close Range
Q2 2020
Shares 3,933 Value ($000) $399 Avg Close Range
Q1 2020
Shares 4,072 Value ($000) $324 Avg Close Range
Q4 2019
Shares 2,197 Value ($000) $204 Avg Close Range