SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 403,024 Value ($000) $11,478 Avg Close Range
Q3 2025
Shares 436,104 Value ($000) $12,167 Avg Close Range
Q2 2025
Shares 445,992 Value ($000) $11,284 Avg Close Range
Q1 2025
Shares 461,121 Value ($000) $10,804 Avg Close Range
Q4 2024
Shares 463,201 Value ($000) $11,978 Avg Close Range
Q3 2024
Shares 225,838 Value ($000) $11,631 Avg Close Range
Q2 2024
Shares 218,896 Value ($000) $10,387 Avg Close Range
Q1 2024
Shares 218,926 Value ($000) $10,780 Avg Close Range
Q4 2023
Shares 209,886 Value ($000) $9,915 Avg Close Range
Q3 2023
Shares 209,858 Value ($000) $8,692 Avg Close Range
Q2 2023
Shares 206,491 Value ($000) $9,044 Avg Close Range
Q1 2023
Shares 186,548 Value ($000) $7,822 Avg Close Range
Q4 2022
Shares 167,384 Value ($000) $6,781 Avg Close Range
Q3 2022
Shares 133,956 Value ($000) $5,064 Avg Close Range
Q2 2022
Shares 118,861 Value ($000) $4,634 Avg Close Range
Q1 2022
Shares 171,204 Value ($000) $8,108 Avg Close Range
Q4 2021
Shares 72,633 Value ($000) $7,438 Avg Close Range
Q3 2021
Shares 55,899 Value ($000) $5,595 Avg Close Range
Q2 2021
Shares 7,505 Value ($000) $782 Avg Close Range
Q1 2020
Shares 10,655 Value ($000) $549 Avg Close Range
Q4 2019
Shares 11,355 Value ($000) $859 Avg Close Range
Q3 2019
Shares 12,445 Value ($000) $868 Avg Close Range
Q2 2019
Shares 38,104 Value ($000) $2,724 Avg Close Range
Q1 2019
Shares 65,205 Value ($000) $4,560 Avg Close Range
Q4 2018
Shares 119,769 Value ($000) $7,268 Avg Close Range
Q3 2018
Shares 127,504 Value ($000) $9,712 Avg Close Range
Q2 2018
Shares 132,467 Value ($000) $9,746 Avg Close Range
Q1 2018
Shares 133,340 Value ($000) $9,218 Avg Close Range
Q4 2017
Shares 132,613 Value ($000) $9,248 Avg Close Range
Q3 2017
Shares 130,111 Value ($000) $8,766 Avg Close Range
Q2 2017
Shares 132,277 Value ($000) $8,454 Avg Close Range
Q1 2017
Shares 131,360 Value ($000) $8,273 Avg Close Range
Q4 2016
Shares 133,839 Value ($000) $8,228 Avg Close Range
Q3 2016
Shares 145,715 Value ($000) $8,386 Avg Close Range
Q2 2016
Shares 173,013 Value ($000) $9,348 Avg Close Range
Q1 2016
Shares 177,125 Value ($000) $9,218 Avg Close Range
Q4 2015
Shares 168,682 Value ($000) $8,786 Avg Close Range