SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 223,625 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 212,878 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 207,261 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 206,271 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 199,386 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 199,554 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 201,144 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 199,333 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 187,286 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 181,498 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 179,717 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 175,999 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 173,869 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 167,118 Value ($000) $3,123 Avg Close — Range —
Q2 2022
Shares 161,583 Value ($000) $3,408 Avg Close — Range —
Q1 2022
Shares 157,898 Value ($000) $3,930 Avg Close — Range —
Q4 2021
Shares 76,570 Value ($000) $4,034 Avg Close — Range —
Q3 2021
Shares 74,992 Value ($000) $3,426 Avg Close — Range —
Q2 2021
Shares 72,177 Value ($000) $3,305 Avg Close — Range —
Q1 2021
Shares 68,135 Value ($000) $2,800 Avg Close — Range —
Q4 2020
Shares 62,159 Value ($000) $2,360 Avg Close — Range —
Q3 2020
Shares 62,938 Value ($000) $2,226 Avg Close — Range —
Q2 2020
Shares 69,408 Value ($000) $2,445 Avg Close — Range —
Q1 2020
Shares 75,208 Value ($000) $2,462 Avg Close — Range —
Q4 2019
Shares 75,030 Value ($000) $3,448 Avg Close — Range —
Q3 2019
Shares 74,688 Value ($000) $3,523 Avg Close — Range —
Q2 2019
Shares 74,341 Value ($000) $3,304 Avg Close — Range —
Q1 2019
Shares 70,241 Value ($000) $3,121 Avg Close — Range —
Q4 2018
Shares 68,257 Value ($000) $2,629 Avg Close — Range —
Q3 2018
Shares 65,989 Value ($000) $2,754 Avg Close — Range —
Q2 2018
Shares 65,979 Value ($000) $2,757 Avg Close — Range —
Q1 2018
Shares 63,117 Value ($000) $2,414 Avg Close — Range —
Q4 2017
Shares 59,873 Value ($000) $2,492 Avg Close — Range —
Q3 2017
Shares 57,930 Value ($000) $2,383 Avg Close — Range —
Q2 2017
Shares 55,635 Value ($000) $2,293 Avg Close — Range —
Q1 2017
Shares 47,503 Value ($000) $1,937 Avg Close — Range —