SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 168,339 Value ($000) $5,513 Avg Close — Range —
Q3 2025
Shares 165,120 Value ($000) $5,510 Avg Close — Range —
Q2 2025
Shares 163,299 Value ($000) $4,922 Avg Close — Range —
Q1 2025
Shares 162,774 Value ($000) $4,488 Avg Close — Range —
Q4 2024
Shares 165,890 Value ($000) $4,418 Avg Close — Range —
Q3 2024
Shares 165,116 Value ($000) $4,818 Avg Close — Range —
Q2 2024
Shares 164,558 Value ($000) $4,371 Avg Close — Range —
Q1 2024
Shares 175,058 Value ($000) $4,420 Avg Close — Range —
Q4 2023
Shares 173,380 Value ($000) $4,298 Avg Close — Range —
Q3 2023
Shares 167,500 Value ($000) $4,010 Avg Close — Range —
Q2 2023
Shares 169,126 Value ($000) $4,166 Avg Close — Range —
Q2 2018
Shares 2,000 Value ($000) $52 Avg Close — Range —
Q1 2018
Shares 2,000 Value ($000) $57 Avg Close — Range —