SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 134 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 134 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 134 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 134 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 134 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 134 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 134 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 134 Value ($000) $5 Avg Close — Range —