SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q1 2025
Shares 57,223 Value ($000) $1,433 Avg Close — Range —
Q4 2024
Shares 201,020 Value ($000) $5,602 Avg Close — Range —
Q3 2024
Shares 50,255 Value ($000) $5,236 Avg Close — Range —
Q2 2024
Shares 50,255 Value ($000) $5,068 Avg Close — Range —
Q1 2024
Shares 50,255 Value ($000) $4,660 Avg Close — Range —
Q4 2023
Shares 50,693 Value ($000) $4,205 Avg Close — Range —
Q3 2023
Shares 50,255 Value ($000) $3,655 Avg Close — Range —
Q2 2023
Shares 50,255 Value ($000) $3,767 Avg Close — Range —
Q1 2023
Shares 50,255 Value ($000) $3,275 Avg Close — Range —
Q4 2022
Shares 50,255 Value ($000) $2,792 Avg Close — Range —