SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 10,756 Value ($000) $318 Avg Close Range
Q3 2025
Shares 11,099 Value ($000) $323 Avg Close Range
Q2 2025
Shares 11,442 Value ($000) $317 Avg Close Range
Q1 2025
Shares 11,442 Value ($000) $304 Avg Close Range
Q4 2024
Shares 11,442 Value ($000) $298 Avg Close Range
Q3 2024
Shares 5,815 Value ($000) $467 Avg Close Range
Q2 2024
Shares 5,815 Value ($000) $431 Avg Close Range
Q1 2024
Shares 6,284 Value ($000) $477 Avg Close Range
Q4 2023
Shares 6,953 Value ($000) $487 Avg Close Range
Q3 2023
Shares 6,953 Value ($000) $448 Avg Close Range
Q2 2023
Shares 6,819 Value ($000) $457 Avg Close Range
Q1 2023
Shares 6,819 Value ($000) $447 Avg Close Range
Q4 2022
Shares 6,661 Value ($000) $440 Avg Close Range
Q3 2022
Shares 6,781 Value ($000) $397 Avg Close Range
Q2 2022
Shares 6,741 Value ($000) $421 Avg Close Range
Q1 2022
Shares 6,741 Value ($000) $481 Avg Close Range
Q4 2021
Shares 6,971 Value ($000) $510 Avg Close Range
Q3 2021
Shares 6,971 Value ($000) $470 Avg Close Range
Q2 2021
Shares 5,553 Value ($000) $380 Avg Close Range
Q1 2021
Shares 6,038 Value ($000) $394 Avg Close Range
Q4 2020
Shares 5,449 Value ($000) $324 Avg Close Range
Q3 2020
Shares 5,449 Value ($000) $284 Avg Close Range
Q2 2020
Shares 4,224 Value ($000) $212 Avg Close Range