SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 49,441 Value ($000) $1,189 Avg Close Range
Q3 2025
Shares 57,141 Value ($000) $1,330 Avg Close Range
Q2 2025
Shares 58,733 Value ($000) $1,298 Avg Close Range
Q1 2025
Shares 58,733 Value ($000) $1,162 Avg Close Range
Q4 2024
Shares 51,249 Value ($000) $948 Avg Close Range
Q3 2024
Shares 32,725 Value ($000) $1,346 Avg Close Range
Q2 2024
Shares 32,635 Value ($000) $1,254 Avg Close Range
Q1 2024
Shares 33,060 Value ($000) $1,290 Avg Close Range
Q4 2023
Shares 33,060 Value ($000) $1,222 Avg Close Range
Q3 2023
Shares 33,360 Value ($000) $1,133 Avg Close Range
Q2 2023
Shares 33,560 Value ($000) $1,196 Avg Close Range
Q1 2023
Shares 35,990 Value ($000) $1,252 Avg Close Range
Q4 2022
Shares 34,849 Value ($000) $1,122 Avg Close Range
Q3 2022
Shares 31,502 Value ($000) $886 Avg Close Range
Q2 2022
Shares 32,329 Value ($000) $1,017 Avg Close Range
Q1 2022
Shares 33,146 Value ($000) $1,217 Avg Close Range
Q4 2021
Shares 31,921 Value ($000) $1,241 Avg Close Range
Q3 2021
Shares 30,957 Value ($000) $1,198 Avg Close Range
Q2 2021
Shares 23,590 Value ($000) $931 Avg Close Range
Q1 2021
Shares 23,490 Value ($000) $884 Avg Close Range
Q4 2020
Shares 18,960 Value ($000) $683 Avg Close Range
Q3 2020
Shares 15,558 Value ($000) $489 Avg Close Range
Q2 2020
Shares 15,425 Value ($000) $459 Avg Close Range
Q1 2020
Shares 15,588 Value ($000) $403 Avg Close Range
Q4 2019
Shares 11,275 Value ($000) $379 Avg Close Range