SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 11,818 Value ($000) $0 Avg Close Range
Q3 2025
Shares 11,968 Value ($000) $0 Avg Close Range
Q2 2025
Shares 11,968 Value ($000) $0 Avg Close Range
Q1 2025
Shares 13,103 Value ($000) $0 Avg Close Range
Q4 2024
Shares 18,412 Value ($000) $1 Avg Close Range
Q3 2024
Shares 5,779 Value ($000) $0 Avg Close Range
Q2 2024
Shares 5,952 Value ($000) $0 Avg Close Range
Q1 2024
Shares 10,620 Value ($000) $1 Avg Close Range
Q4 2023
Shares 6,379 Value ($000) $0 Avg Close Range
Q3 2023
Shares 6,379 Value ($000) $0 Avg Close Range
Q2 2023
Shares 6,554 Value ($000) $0 Avg Close Range
Q1 2023
Shares 7,200 Value ($000) $0 Avg Close Range
Q4 2022
Shares 7,054 Value ($000) $0 Avg Close Range
Q3 2022
Shares 6,788 Value ($000) $289 Avg Close Range
Q2 2022
Shares 6,324 Value ($000) $286 Avg Close Range
Q1 2022
Shares 6,988 Value ($000) $374 Avg Close Range
Q4 2021
Shares 7,028 Value ($000) $391 Avg Close Range
Q3 2021
Shares 6,955 Value ($000) $366 Avg Close Range
Q2 2021
Shares 6,575 Value ($000) $358 Avg Close Range
Q1 2021
Shares 7,355 Value ($000) $373 Avg Close Range