SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 67,800 Value ($000) $1,778 Avg Close — Range —
Q3 2025
Shares 59,890 Value ($000) $1,540 Avg Close — Range —
Q2 2025
Shares 32,000 Value ($000) $763 Avg Close — Range —
Q1 2025
Shares 16,155 Value ($000) $348 Avg Close — Range —
Q4 2024
Shares 13,155 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 2,531 Value ($000) $168 Avg Close — Range —
Q2 2024
Shares 2,581 Value ($000) $162 Avg Close — Range —
Q1 2024
Shares 2,581 Value ($000) $158 Avg Close — Range —
Q4 2023
Shares 2,251 Value ($000) $125 Avg Close — Range —
Q3 2023
Shares 1,440 Value ($000) $72 Avg Close — Range —
Q2 2023
Shares 2,572 Value ($000) $133 Avg Close — Range —
Q1 2023
Shares 2,572 Value ($000) $123 Avg Close — Range —
Q4 2022
Shares 2,068 Value ($000) $93 Avg Close — Range —
Q3 2022
Shares 2,231 Value ($000) $94 Avg Close — Range —
Q2 2022
Shares 2,263 Value ($000) $100 Avg Close — Range —
Q1 2022
Shares 2,244 Value ($000) $120 Avg Close — Range —
Q4 2021
Shares 1,089 Value ($000) $123 Avg Close — Range —
Q3 2021
Shares 1,486 Value ($000) $154 Avg Close — Range —
Q2 2021
Shares 1,431 Value ($000) $149 Avg Close — Range —
Q1 2021
Shares 1,876 Value ($000) $181,428 Avg Close — Range —
Q4 2020
Shares 896 Value ($000) $82 Avg Close — Range —
Q3 2020
Shares 411 Value ($000) $33 Avg Close — Range —
Q2 2020
Shares 366 Value ($000) $27 Avg Close — Range —
Q1 2020
Shares 391 Value ($000) $23 Avg Close — Range —
Q4 2019
Shares 370 Value ($000) $28 Avg Close — Range —
Q3 2019
Shares 370 Value ($000) $26 Avg Close — Range —
Q2 2019
Shares 370 Value ($000) $26 Avg Close — Range —
Q3 2018
Shares 77 Value ($000) $5 Avg Close — Range —
Q2 2018
Shares 77 Value ($000) $5 Avg Close — Range —
Q1 2018
Shares 34 Value ($000) $2 Avg Close — Range —
Q4 2017
Shares 34 Value ($000) $2 Avg Close — Range —
Q3 2017
Shares 34 Value ($000) $2 Avg Close — Range —
Q2 2017
Shares 34 Value ($000) $1 Avg Close — Range —
Q1 2017
Shares 34 Value ($000) $1 Avg Close — Range —
Q4 2016
Shares 34 Value ($000) $1 Avg Close — Range —