SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q3 2025
Shares 260 Value ($000) $7 Avg Close — Range —
Q2 2025
Shares 260 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 260 Value ($000) $7 Avg Close — Range —
Q4 2024
Shares 260 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 130 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 130 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 7 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 7 Value ($000) $0 Avg Close — Range —