SCHWAB STRATEGIC TR

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

Sightline Wealth Advisors, LLC's Holding History (CIK: 0001841979)

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

Q4 2025
Shares 340,882 Value ($000) $10,250 Avg Close Range
Q3 2025
Shares 342,986 Value ($000) $10,166 Avg Close Range
Q2 2025
Shares 345,072 Value ($000) $9,679 Avg Close Range
Q1 2025
Shares 345,587 Value ($000) $9,054 Avg Close Range
Q4 2024
Shares 339,599 Value ($000) $9,410 Avg Close Range
Q3 2024
Shares 113,847 Value ($000) $9,460 Avg Close Range
Q2 2024
Shares 113,168 Value ($000) $8,808 Avg Close Range
Q1 2024
Shares 109,511 Value ($000) $8,917 Avg Close Range
Q4 2023
Shares 108,104 Value ($000) $8,142 Avg Close Range
Q3 2023
Shares 106,054 Value ($000) $7,178 Avg Close Range
Q2 2023
Shares 107,272 Value ($000) $7,278 Avg Close Range
Q1 2023
Shares 105,544 Value ($000) $7,161 Avg Close Range
Q4 2022
Shares 106,868 Value ($000) $7,012 Avg Close Range
Q3 2022
Shares 102,962 Value ($000) $6,401 Avg Close Range
Q2 2022
Shares 103,159 Value ($000) $6,443 Avg Close Range
Q1 2022
Shares 103,283 Value ($000) $7,835 Avg Close Range
Q4 2021
Shares 103,987 Value ($000) $8,398 Avg Close Range
Q3 2021
Shares 105,582 Value ($000) $8,094 Avg Close Range
Q2 2021
Shares 106,117 Value ($000) $8,306 Avg Close Range
Q1 2021
Shares 104,312 Value ($000) $7,791 Avg Close Range
Q4 2020
Shares 112,867 Value ($000) $7,695 Avg Close Range