SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 86,689 Value ($000) $2,026 Avg Close — Range —
Q3 2025
Shares 85,952 Value ($000) $2,017 Avg Close — Range —
Q2 2025
Shares 91,808 Value ($000) $2,134 Avg Close — Range —
Q1 2025
Shares 96,009 Value ($000) $2,224 Avg Close — Range —
Q4 2024
Shares 108,159 Value ($000) $2,455 Avg Close — Range —
Q3 2024
Shares 58,568 Value ($000) $2,783 Avg Close — Range —
Q2 2024
Shares 80,113 Value ($000) $3,652 Avg Close — Range —
Q1 2024
Shares 82,470 Value ($000) $3,794 Avg Close — Range —
Q4 2023
Shares 40,522 Value ($000) $1,889 Avg Close — Range —
Q3 2023
Shares 29,852 Value ($000) $1,320 Avg Close — Range —
Q2 2023
Shares 14,866 Value ($000) $697 Avg Close — Range —
Q1 2023
Shares 12,866 Value ($000) $604 Avg Close — Range —
Q4 2022
Shares 12,867 Value ($000) $587 Avg Close — Range —
Q3 2022
Shares 16,498 Value ($000) $752 Avg Close — Range —
Q3 2021
Shares 4,550 Value ($000) $247 Avg Close — Range —
Q2 2021
Shares 8,037 Value ($000) $439 Avg Close — Range —
Q1 2021
Shares 12,701 Value ($000) $685 Avg Close — Range —
Q4 2020
Shares 13,956 Value ($000) $782 Avg Close — Range —