SCHWAB STRATEGIC TR

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

Tiller Private Wealth, Inc.'s Holding History (CIK: 0001663649)

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

Q4 2025
Shares 327,279 Value ($000) $9,841 Avg Close Range
Q3 2025
Shares 357,563 Value ($000) $10,598 Avg Close Range
Q2 2025
Shares 358,515 Value ($000) $10,057 Avg Close Range
Q1 2025
Shares 362,308 Value ($000) $9,492 Avg Close Range
Q4 2024
Shares 359,778 Value ($000) $9,969 Avg Close Range
Q3 2024
Shares 118,043 Value ($000) $9,808 Avg Close Range
Q2 2024
Shares 115,043 Value ($000) $8,954 Avg Close Range
Q1 2024
Shares 116,197 Value ($000) $9,462 Avg Close Range
Q4 2023
Shares 120,478 Value ($000) $9,074 Avg Close Range
Q3 2023
Shares 119,933 Value ($000) $8,117 Avg Close Range
Q2 2023
Shares 118,327 Value ($000) $8,405 Avg Close Range
Q1 2023
Shares 119,410 Value ($000) $8,102 Avg Close Range
Q4 2022
Shares 117,693 Value ($000) $7,722 Avg Close Range
Q3 2022
Shares 115,899 Value ($000) $7,015 Avg Close Range
Q2 2022
Shares 113,798 Value ($000) $7,139 Avg Close Range
Q1 2022
Shares 101,094 Value ($000) $7,669 Avg Close Range
Q4 2021
Shares 85,791 Value ($000) $6,900 Avg Close Range
Q3 2021
Shares 68,052 Value ($000) $5,217 Avg Close Range
Q2 2021
Shares 11,360 Value ($000) $889 Avg Close Range
Q1 2021
Shares 4,170 Value ($000) $310 Avg Close Range
Q4 2020
Shares 4,170 Value ($000) $284 Avg Close Range
Q3 2020
Shares 4,170 Value ($000) $232 Avg Close Range
Q2 2020
Shares 4,170 Value ($000) $219 Avg Close Range
Q4 2019
Shares 4,050 Value ($000) $244 Avg Close Range
Q3 2019
Shares 4,050 Value ($000) $229 Avg Close Range
Q2 2019
Shares 4,050 Value ($000) $231 Avg Close Range
Q1 2019
Shares 4,050 Value ($000) $224 Avg Close Range
Q3 2018
Shares 4,145 Value ($000) $240 Avg Close Range
Q2 2018
Shares 4,145 Value ($000) $228 Avg Close Range
Q1 2018
Shares 4,145 Value ($000) $219 Avg Close Range
Q4 2017
Shares 4,310 Value ($000) $230 Avg Close Range