SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Choate Investment Advisors's Holding History (CIK: 0001399794)

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

Q4 2025
Shares 103,014 Value ($000) $2,826 Avg Close — Range —
Q3 2025
Shares 103,014 Value ($000) $2,812 Avg Close — Range —
Q2 2025
Shares 103,014 Value ($000) $2,730 Avg Close — Range —
Q1 2025
Shares 103,014 Value ($000) $2,880 Avg Close — Range —
Q4 2024
Shares 103,014 Value ($000) $2,814 Avg Close — Range —
Q3 2024
Shares 34,338 Value ($000) $2,903 Avg Close — Range —
Q2 2024
Shares 40,733 Value ($000) $3,167 Avg Close — Range —
Q1 2024
Shares 48,580 Value ($000) $3,917 Avg Close — Range —
Q4 2023
Shares 39,833 Value ($000) $3,032 Avg Close — Range —
Q3 2023
Shares 39,418 Value ($000) $2,789 Avg Close — Range —
Q2 2023
Shares 28,018 Value ($000) $2,035 Avg Close — Range —
Q1 2023
Shares 28,018 Value ($000) $2,050 Avg Close — Range —
Q4 2022
Shares 28,018 Value ($000) $2,116 Avg Close — Range —
Q3 2022
Shares 20,990 Value ($000) $1,394 Avg Close — Range —