SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q4 2025
Shares 6,400 Value ($000) $210 Avg Close — Range —
Q3 2025
Shares 6,400 Value ($000) $214 Avg Close — Range —
Q2 2021
Shares 6,400 Value ($000) $210,432 Avg Close — Range —
Q1 2021
Shares 6,400 Value ($000) $203,392 Avg Close — Range —