SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 63,593 Value ($000) $1,668 Avg Close — Range —
Q3 2025
Shares 66,151 Value ($000) $1,701 Avg Close — Range —
Q2 2025
Shares 68,825 Value ($000) $1,640 Avg Close — Range —
Q1 2025
Shares 77,052 Value ($000) $1,659 Avg Close — Range —
Q4 2024
Shares 77,300 Value ($000) $1,755 Avg Close — Range —
Q3 2024
Shares 26,168 Value ($000) $1,741 Avg Close — Range —
Q2 2024
Shares 27,729 Value ($000) $1,743 Avg Close — Range —
Q1 2024
Shares 30,106 Value ($000) $1,838 Avg Close — Range —
Q4 2023
Shares 31,523 Value ($000) $1,755 Avg Close — Range —
Q3 2023
Shares 31,657 Value ($000) $1,578 Avg Close — Range —
Q2 2023
Shares 31,615 Value ($000) $1,634 Avg Close — Range —
Q1 2023
Shares 31,322 Value ($000) $1,499 Avg Close — Range —
Q4 2022
Shares 30,310 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 29,259 Value ($000) $1,229 Avg Close — Range —
Q2 2022
Shares 30,387 Value ($000) $1,343 Avg Close — Range —
Q1 2022
Shares 28,935 Value ($000) $1,545 Avg Close — Range —
Q4 2021
Shares 14,376 Value ($000) $1,625 Avg Close — Range —
Q3 2021
Shares 14,737 Value ($000) $1,531 Avg Close — Range —
Q2 2021
Shares 14,837 Value ($000) $1,547 Avg Close — Range —
Q1 2021
Shares 16,277 Value ($000) $1,574 Avg Close — Range —
Q4 2020
Shares 16,007 Value ($000) $1,456 Avg Close — Range —
Q3 2020
Shares 16,137 Value ($000) $1,285 Avg Close — Range —
Q2 2020
Shares 16,475 Value ($000) $1,210 Avg Close — Range —
Q1 2020
Shares 14,977 Value ($000) $905 Avg Close — Range —
Q4 2019
Shares 16,112 Value ($000) $1,239 Avg Close — Range —
Q3 2019
Shares 16,611 Value ($000) $1,180 Avg Close — Range —
Q2 2019
Shares 17,034 Value ($000) $1,201 Avg Close — Range —
Q1 2019
Shares 16,369 Value ($000) $1,114 Avg Close — Range —
Q4 2018
Shares 17,088 Value ($000) $1,024 Avg Close — Range —
Q3 2018
Shares 16,791 Value ($000) $1,182 Avg Close — Range —
Q2 2018
Shares 17,127 Value ($000) $1,130 Avg Close — Range —
Q1 2018
Shares 17,814 Value ($000) $1,136 Avg Close — Range —
Q4 2017
Shares 19,499 Value ($000) $1,258 Avg Close — Range —
Q3 2017
Shares 19,076 Value ($000) $1,162 Avg Close — Range —
Q2 2017
Shares 18,556 Value ($000) $1,085 Avg Close — Range —
Q1 2017
Shares 20,697 Value ($000) $1,181 Avg Close — Range —
Q4 2016
Shares 18,700 Value ($000) $1,013 Avg Close — Range —
Q3 2016
Shares 1,003 Value ($000) $19,176 Avg Close — Range —
Q2 2016
Shares 16,147 Value ($000) $812 Avg Close — Range —
Q1 2016
Shares 13,289 Value ($000) $655 Avg Close — Range —
Q4 2015
Shares 13,106 Value ($000) $643 Avg Close — Range —
Q3 2015
Shares 12,276 Value ($000) $569 Avg Close — Range —
Q2 2015
Shares 11,911 Value ($000) $598 Avg Close — Range —
Q1 2015
Shares 11,755 Value ($000) $593 Avg Close — Range —
Q4 2014
Shares 18,894 Value ($000) $941 Avg Close — Range —
Q3 2014
Shares 6,605 Value ($000) $314 Avg Close — Range —
Q2 2014
Shares 6,285 Value ($000) $300 Avg Close — Range —
Q1 2014
Shares 5,127 Value ($000) $234 Avg Close — Range —