SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 826,795 Value ($000) $21,687 Avg Close Range
Q3 2025
Shares 852,597 Value ($000) $21,920 Avg Close Range
Q2 2025
Shares 863,248 Value ($000) $20,571 Avg Close Range
Q1 2025
Shares 890,849 Value ($000) $19,180 Avg Close Range
Q4 2024
Shares 907,760 Value ($000) $20,606 Avg Close Range
Q3 2024
Shares 313,722 Value ($000) $20,869 Avg Close Range
Q2 2024
Shares 329,345 Value ($000) $20,706 Avg Close Range
Q1 2024
Shares 352,550 Value ($000) $21,523 Avg Close Range
Q4 2023
Shares 373,948 Value ($000) $20,818 Avg Close Range
Q3 2023
Shares 464,729 Value ($000) $23,167 Avg Close Range
Q2 2023
Shares 480,515 Value ($000) $24,843 Avg Close Range
Q1 2023
Shares 505,811 Value ($000) $24,203 Avg Close Range
Q4 2022
Shares 520,381 Value ($000) $23,318 Avg Close Range
Q3 2022
Shares 664,374 Value ($000) $27,897 Avg Close Range
Q2 2022
Shares 696,438 Value ($000) $30,776 Avg Close Range
Q1 2022
Shares 734,336 Value ($000) $39,206 Avg Close Range
Q4 2021
Shares 393,585 Value ($000) $44,479 Avg Close Range
Q3 2021
Shares 411,173 Value ($000) $42,704 Avg Close Range
Q2 2021
Shares 419,155 Value ($000) $43,705 Avg Close Range
Q1 2021
Shares 436,778 Value ($000) $42,241 Avg Close Range
Q4 2020
Shares 527,935 Value ($000) $48,037 Avg Close Range
Q3 2020
Shares 534,229 Value ($000) $42,546 Avg Close Range
Q2 2020
Shares 541,133 Value ($000) $39,757 Avg Close Range
Q1 2020
Shares 576,256 Value ($000) $34,823 Avg Close Range
Q4 2019
Shares 606,652 Value ($000) $46,639 Avg Close Range
Q3 2019
Shares 605,338 Value ($000) $42,991 Avg Close Range
Q2 2019
Shares 573,622 Value ($000) $40,458 Avg Close Range
Q1 2019
Shares 524,268 Value ($000) $35,676 Avg Close Range
Q4 2018
Shares 492,628 Value ($000) $29,523 Avg Close Range
Q3 2018
Shares 478,450 Value ($000) $33,678 Avg Close Range
Q2 2018
Shares 487,716 Value ($000) $32,184 Avg Close Range
Q1 2018
Shares 502,472 Value ($000) $32,053 Avg Close Range
Q4 2017
Shares 528,229 Value ($000) $34,081 Avg Close Range
Q3 2017
Shares 550,058 Value ($000) $33,504 Avg Close Range
Q2 2017
Shares 561,753 Value ($000) $32,840 Avg Close Range
Q1 2017
Shares 575,783 Value ($000) $32,854 Avg Close Range
Q4 2016
Shares 645,132 Value ($000) $34,953 Avg Close Range
Q3 2016
Shares 685,700 Value ($000) $35,876 Avg Close Range
Q2 2016
Shares 696,726 Value ($000) $34,836 Avg Close Range
Q1 2016
Shares 730,785 Value ($000) $36,013 Avg Close Range
Q4 2015
Shares 836,890 Value ($000) $41,041 Avg Close Range
Q3 2015
Shares 903,037 Value ($000) $41,883 Avg Close Range
Q2 2015
Shares 1,042,680 Value ($000) $52,374 Avg Close Range
Q1 2015
Shares 1,052,217 Value ($000) $53,389 Avg Close Range
Q4 2014
Shares 1,294,544 Value ($000) $64,494 Avg Close Range
Q3 2014
Shares 1,371,892 Value ($000) $65,233 Avg Close Range
Q2 2014
Shares 1,615,322 Value ($000) $77,083 Avg Close Range
Q1 2014
Shares 1,907,487 Value ($000) $87,191 Avg Close Range
Q4 2013
Shares 1,983,538 Value ($000) $89,279 Avg Close Range
Q3 2013
Shares 1,622,611 Value ($000) $66,673 Avg Close Range
Q2 2013
Shares 1,384,539 Value ($000) $53,872 Avg Close Range