SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 7,844 Value ($000) $0 Avg Close Range
Q3 2025
Shares 7,977 Value ($000) $0 Avg Close Range
Q2 2025
Shares 13,784 Value ($000) $0 Avg Close Range
Q1 2025
Shares 9,941 Value ($000) $0 Avg Close Range
Q4 2024
Shares 10,064 Value ($000) $0 Avg Close Range
Q3 2024
Shares 3,355 Value ($000) $0 Avg Close Range
Q2 2024
Shares 3,355 Value ($000) $0 Avg Close Range
Q1 2024
Shares 3,863 Value ($000) $0 Avg Close Range
Q4 2023
Shares 4,488 Value ($000) $0 Avg Close Range
Q3 2023
Shares 4,472 Value ($000) $0 Avg Close Range
Q2 2023
Shares 4,796 Value ($000) $0 Avg Close Range
Q1 2023
Shares 4,796 Value ($000) $0 Avg Close Range
Q4 2022
Shares 5,192 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,648 Value ($000) $221 Avg Close Range
Q2 2022
Shares 3,947 Value ($000) $248 Avg Close Range
Q1 2022
Shares 3,947 Value ($000) $299 Avg Close Range
Q4 2021
Shares 3,947 Value ($000) $317 Avg Close Range
Q3 2021
Shares 4,721 Value ($000) $362 Avg Close Range
Q2 2021
Shares 2,977 Value ($000) $233 Avg Close Range
Q1 2021
Shares 2,977 Value ($000) $222 Avg Close Range
Q4 2020
Shares 2,977 Value ($000) $203 Avg Close Range
Q4 2019
Shares 4,121 Value ($000) $248 Avg Close Range
Q3 2019
Shares 4,121 Value ($000) $233 Avg Close Range
Q2 2019
Shares 4,115 Value ($000) $235 Avg Close Range