SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 860,686 Value ($000) $21 Avg Close — Range —
Q3 2025
Shares 864,362 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 858,567 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 855,361 Value ($000) $17 Avg Close — Range —
Q4 2024
Shares 860,942 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 426,619 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 428,412 Value ($000) $16 Avg Close — Range —
Q1 2024
Shares 431,446 Value ($000) $17 Avg Close — Range —
Q4 2023
Shares 425,381 Value ($000) $16 Avg Close — Range —
Q3 2023
Shares 420,791 Value ($000) $14 Avg Close — Range —
Q2 2023
Shares 412,065 Value ($000) $15 Avg Close — Range —
Q1 2023
Shares 410,088 Value ($000) $14 Avg Close — Range —
Q4 2022
Shares 411,550 Value ($000) $13 Avg Close — Range —
Q3 2022
Shares 411,164 Value ($000) $11,566 Avg Close — Range —
Q2 2022
Shares 407,010 Value ($000) $12,800 Avg Close — Range —
Q1 2022
Shares 403,328 Value ($000) $14,810 Avg Close — Range —
Q4 2021
Shares 393,661 Value ($000) $15,302 Avg Close — Range —
Q3 2021
Shares 385,284 Value ($000) $14,910 Avg Close — Range —
Q2 2021
Shares 376,039 Value ($000) $14,835 Avg Close — Range —
Q1 2021
Shares 376,078 Value ($000) $14,148 Avg Close — Range —
Q4 2020
Shares 359,840 Value ($000) $12,958 Avg Close — Range —
Q3 2020
Shares 356,913 Value ($000) $11,207 Avg Close — Range —
Q2 2020
Shares 354,217 Value ($000) $10,538 Avg Close — Range —
Q1 2020
Shares 366,360 Value ($000) $9,467 Avg Close — Range —
Q4 2019
Shares 368,229 Value ($000) $12,384 Avg Close — Range —
Q3 2019
Shares 350,562 Value ($000) $11,169 Avg Close — Range —
Q2 2019
Shares 314,878 Value ($000) $10,104 Avg Close — Range —
Q1 2019
Shares 266,393 Value ($000) $8,341 Avg Close — Range —
Q4 2018
Shares 214,648 Value ($000) $6,085 Avg Close — Range —
Q3 2018
Shares 246,791 Value ($000) $8,275 Avg Close — Range —
Q2 2018
Shares 211,136 Value ($000) $6,978 Avg Close — Range —
Q1 2018
Shares 155,370 Value ($000) $5,238 Avg Close — Range —
Q4 2017
Shares 67,415 Value ($000) $2,297 Avg Close — Range —