SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 1,903,988 Value ($000) $51,236 Avg Close — Range —
Q3 2025
Shares 1,937,722 Value ($000) $51,040 Avg Close — Range —
Q2 2025
Shares 2,002,549 Value ($000) $48,942 Avg Close — Range —
Q1 2025
Shares 2,050,121 Value ($000) $45,267 Avg Close — Range —
Q4 2024
Shares 2,110,459 Value ($000) $48,920 Avg Close — Range —
Q3 2024
Shares 727,371 Value ($000) $49,352 Avg Close — Range —
Q2 2024
Shares 758,894 Value ($000) $48,759 Avg Close — Range —
Q1 2024
Shares 813,694 Value ($000) $50,498 Avg Close — Range —
Q4 2023
Shares 885,848 Value ($000) $49,962 Avg Close — Range —
Q3 2023
Shares 1,258,511 Value ($000) $63,681 Avg Close — Range —
Q2 2023
Shares 1,327,037 Value ($000) $69,497 Avg Close — Range —
Q1 2023
Shares 1,398,542 Value ($000) $67,647 Avg Close — Range —
Q4 2022
Shares 1,444,286 Value ($000) $65,210 Avg Close — Range —
Q3 2022
Shares 1,504,882 Value ($000) $63,732 Avg Close — Range —
Q2 2022
Shares 1,542,055 Value ($000) $68,868 Avg Close — Range —
Q1 2022
Shares 1,578,200 Value ($000) $84,986 Avg Close — Range —
Q4 2021
Shares 805,096 Value ($000) $91,636 Avg Close — Range —
Q3 2021
Shares 829,420 Value ($000) $86,285 Avg Close — Range —
Q2 2021
Shares 843,155 Value ($000) $87,663 Avg Close — Range —
Q1 2021
Shares 791,543 Value ($000) $76,012 Avg Close — Range —
Q4 2020
Shares 802,909 Value ($000) $73,025 Avg Close — Range —
Q3 2020
Shares 846,087 Value ($000) $68,220 Avg Close — Range —
Q2 2020
Shares 862,925 Value ($000) $63,943 Avg Close — Range —
Q1 2020
Shares 888,062 Value ($000) $54,394 Avg Close — Range —
Q4 2019
Shares 806,575 Value ($000) $61,953 Avg Close — Range —
Q3 2019
Shares 816,179 Value ($000) $57,892 Avg Close — Range —
Q2 2019
Shares 816,294 Value ($000) $57,296 Avg Close — Range —
Q1 2019
Shares 819,180 Value ($000) $55,385 Avg Close — Range —
Q4 2018
Shares 815,104 Value ($000) $48,662 Avg Close — Range —
Q3 2018
Shares 844,766 Value ($000) $58,762 Avg Close — Range —
Q2 2018
Shares 818,115 Value ($000) $53,169 Avg Close — Range —
Q1 2018
Shares 821,196 Value ($000) $51,801 Avg Close — Range —
Q4 2017
Shares 846,776 Value ($000) $54,007 Avg Close — Range —
Q3 2017
Shares 857,088 Value ($000) $51,460 Avg Close — Range —
Q2 2017
Shares 690,415 Value ($000) $39,885 Avg Close — Range —
Q1 2017
Shares 674,729 Value ($000) $37,967 Avg Close — Range —
Q4 2016
Shares 706,657 Value ($000) $37,637 Avg Close — Range —
Q3 2016
Shares 716,447 Value ($000) $36,983 Avg Close — Range —
Q2 2016
Shares 681,913 Value ($000) $34,096 Avg Close — Range —
Q1 2016
Shares 640,269 Value ($000) $31,271 Avg Close — Range —
Q4 2015
Shares 449,066 Value ($000) $21,811 Avg Close — Range —
Q3 2015
Shares 341,486 Value ($000) $15,626 Avg Close — Range —
Q2 2015
Shares 220,200 Value ($000) $10,858 Avg Close — Range —
Q1 2015
Shares 169,111 Value ($000) $8,447 Avg Close — Range —
Q4 2014
Shares 102,243 Value ($000) $5,015 Avg Close — Range —
Q3 2014
Shares 38,584 Value ($000) $1,813 Avg Close — Range —
Q2 2014
Shares 14,151 Value ($000) $663 Avg Close — Range —
Q1 2014
Shares 11,447 Value ($000) $512 Avg Close — Range —
Q4 2013
Shares 11,717 Value ($000) $516 Avg Close — Range —
Q3 2013
Shares 9,835 Value ($000) $395 Avg Close — Range —
Q2 2013
Shares 22,599 Value ($000) $863 Avg Close — Range —