SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

White Lighthouse Investment Management Inc.'s Holding History (CIK: 0001727593)

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

Q4 2025
Shares 8,260 Value ($000) $201 Avg Close Range
Q3 2025
Shares 8,260 Value ($000) $202 Avg Close Range
Q2 2025
Shares 8,670 Value ($000) $211 Avg Close Range
Q1 2025
Shares 8,670 Value ($000) $211 Avg Close Range
Q4 2024
Shares 8,670 Value ($000) $209 Avg Close Range
Q3 2024
Shares 5,135 Value ($000) $252 Avg Close Range
Q2 2024
Shares 5,460 Value ($000) $263 Avg Close Range
Q1 2024
Shares 6,260 Value ($000) $302 Avg Close Range
Q4 2023
Shares 6,260 Value ($000) $303 Avg Close Range
Q3 2023
Shares 7,635 Value ($000) $366 Avg Close Range
Q2 2023
Shares 15,785 Value ($000) $759 Avg Close Range
Q1 2023
Shares 15,785 Value ($000) $770 Avg Close Range
Q4 2022
Shares 17,450 Value ($000) $842 Avg Close Range
Q2 2020
Shares 4,691 Value ($000) $242 Avg Close Range
Q1 2020
Shares 5,811 Value ($000) $301 Avg Close Range
Q4 2019
Shares 4,365 Value ($000) $220 Avg Close Range
Q3 2019
Shares 5,575 Value ($000) $282 Avg Close Range
Q2 2019
Shares 5,865 Value ($000) $297 Avg Close Range
Q1 2019
Shares 4,565 Value ($000) $229 Avg Close Range