SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 58,899 Value ($000) $1,435 Avg Close Range
Q3 2025
Shares 33,267 Value ($000) $812 Avg Close Range
Q2 2025
Shares 18,447 Value ($000) $450 Avg Close Range
Q1 2025
Shares 17,121 Value ($000) $417 Avg Close Range
Q4 2024
Shares 12,242 Value ($000) $295 Avg Close Range
Q3 2024
Shares 6,277 Value ($000) $307 Avg Close Range
Q2 2024
Shares 8,269 Value ($000) $398 Avg Close Range
Q1 2024
Shares 8,042 Value ($000) $388 Avg Close Range
Q4 2023
Shares 6,385 Value ($000) $309 Avg Close Range
Q3 2023
Shares 5,340 Value ($000) $256 Avg Close Range
Q2 2023
Shares 9,387 Value ($000) $458 Avg Close Range
Q1 2023
Shares 9,387 Value ($000) $458 Avg Close Range
Q4 2022
Shares 10,666 Value ($000) $515 Avg Close Range
Q3 2022
Shares 10,646 Value ($000) $514 Avg Close Range
Q2 2022
Shares 12,723 Value ($000) $626 Avg Close Range
Q1 2022
Shares 12,785 Value ($000) $633 Avg Close Range
Q4 2021
Shares 12,785 Value ($000) $649 Avg Close Range
Q3 2021
Shares 12,784 Value ($000) $654 Avg Close Range
Q2 2021
Shares 13,639 Value ($000) $699 Avg Close Range
Q1 2021
Shares 13,638 Value ($000) $700 Avg Close Range
Q4 2020
Shares 13,636 Value ($000) $701 Avg Close Range