SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Sightline Wealth Advisors, LLC's Holding History (CIK: 0001841979)

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

Q4 2025
Shares 10,814 Value ($000) $297 Avg Close Range
Q3 2025
Shares 16,807 Value ($000) $459 Avg Close Range
Q2 2025
Shares 18,313 Value ($000) $485 Avg Close Range
Q1 2025
Shares 18,263 Value ($000) $511 Avg Close Range
Q4 2024
Shares 18,219 Value ($000) $498 Avg Close Range
Q3 2024
Shares 6,058 Value ($000) $512 Avg Close Range
Q2 2024
Shares 3,765 Value ($000) $293 Avg Close Range
Q1 2024
Shares 3,765 Value ($000) $304 Avg Close Range