SCHWAB STRATEGIC TR

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

Whipplewood Advisors, LLC's Holding History (CIK: 0002052510)

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

Q4 2025
Shares 43,806 Value ($000) $1,317 Avg Close — Range —
Q3 2025
Shares 43,208 Value ($000) $1,281 Avg Close — Range —
Q2 2025
Shares 44,372 Value ($000) $1,245 Avg Close — Range —
Q1 2025
Shares 8,746 Value ($000) $1,079 Avg Close — Range —
Q4 2024
Shares 41,924 Value ($000) $1,162 Avg Close — Range —