SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 16,759 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 16,737 Value ($000) $430 Avg Close — Range —
Q2 2025
Shares 16,737 Value ($000) $399 Avg Close — Range —
Q1 2025
Shares 18,010 Value ($000) $388 Avg Close — Range —
Q4 2024
Shares 18,000 Value ($000) $409 Avg Close — Range —
Q3 2024
Shares 6,000 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 6,000 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 6,000 Value ($000) $366 Avg Close — Range —
Q4 2023
Shares 6,000 Value ($000) $334 Avg Close — Range —
Q3 2023
Shares 6,001 Value ($000) $299 Avg Close — Range —
Q2 2023
Shares 6,000 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 6,000 Value ($000) $287 Avg Close — Range —
Q4 2022
Shares 6,000 Value ($000) $269 Avg Close — Range —
Q3 2022
Shares 6,000 Value ($000) $252 Avg Close — Range —
Q2 2022
Shares 6,000 Value ($000) $265 Avg Close — Range —
Q1 2022
Shares 6,000 Value ($000) $320 Avg Close — Range —
Q4 2021
Shares 3,000 Value ($000) $339 Avg Close — Range —