SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 15,395 Value ($000) $414 Avg Close — Range —
Q3 2025
Shares 15,451 Value ($000) $407 Avg Close — Range —
Q2 2025
Shares 15,322 Value ($000) $374 Avg Close — Range —
Q1 2025
Shares 15,711 Value ($000) $347 Avg Close — Range —
Q4 2024
Shares 16,712 Value ($000) $387 Avg Close — Range —
Q3 2024
Shares 5,856 Value ($000) $397 Avg Close — Range —
Q2 2024
Shares 6,866 Value ($000) $441 Avg Close — Range —
Q1 2024
Shares 9,985 Value ($000) $620 Avg Close — Range —
Q4 2023
Shares 9,890 Value ($000) $558 Avg Close — Range —
Q3 2023
Shares 10,011 Value ($000) $507 Avg Close — Range —
Q2 2023
Shares 10,462 Value ($000) $548 Avg Close — Range —
Q1 2023
Shares 10,657 Value ($000) $515 Avg Close — Range —
Q4 2022
Shares 10,646 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 8,125 Value ($000) $344 Avg Close — Range —
Q2 2022
Shares 8,124 Value ($000) $363 Avg Close — Range —
Q1 2022
Shares 8,122 Value ($000) $437 Avg Close — Range —
Q4 2021
Shares 4,062 Value ($000) $462 Avg Close — Range —
Q3 2021
Shares 4,596 Value ($000) $478 Avg Close — Range —
Q2 2021
Shares 4,760 Value ($000) $495 Avg Close — Range —
Q1 2021
Shares 3,913 Value ($000) $376 Avg Close — Range —
Q4 2020
Shares 4,047 Value ($000) $368 Avg Close — Range —
Q3 2020
Shares 4,534 Value ($000) $366 Avg Close — Range —
Q2 2020
Shares 4,539 Value ($000) $336 Avg Close — Range —
Q1 2020
Shares 4,532 Value ($000) $278 Avg Close — Range —
Q4 2019
Shares 4,365 Value ($000) $335 Avg Close — Range —
Q3 2019
Shares 4,548 Value ($000) $323 Avg Close — Range —
Q2 2019
Shares 4,622 Value ($000) $324 Avg Close — Range —
Q1 2019
Shares 4,622 Value ($000) $312 Avg Close — Range —
Q4 2018
Shares 7,192 Value ($000) $429 Avg Close — Range —
Q3 2018
Shares 5,943 Value ($000) $413 Avg Close — Range —
Q2 2018
Shares 5,986 Value ($000) $389 Avg Close — Range —
Q1 2018
Shares 5,843 Value ($000) $369 Avg Close — Range —
Q4 2017
Shares 9,641 Value ($000) $615 Avg Close — Range —
Q3 2017
Shares 9,246 Value ($000) $555 Avg Close — Range —
Q2 2017
Shares 9,228 Value ($000) $533 Avg Close — Range —
Q1 2017
Shares 9,100 Value ($000) $512 Avg Close — Range —
Q4 2016
Shares 13,474 Value ($000) $718 Avg Close — Range —
Q3 2016
Shares 679 Value ($000) $13,150 Avg Close — Range —
Q2 2016
Shares 13,127 Value ($000) $653 Avg Close — Range —
Q1 2016
Shares 13,145 Value ($000) $642 Avg Close — Range —
Q4 2015
Shares 12,860 Value ($000) $625 Avg Close — Range —
Q3 2015
Shares 12,882 Value ($000) $589 Avg Close — Range —
Q2 2015
Shares 8,690 Value ($000) $428 Avg Close — Range —
Q1 2015
Shares 8,681 Value ($000) $430 Avg Close — Range —
Q4 2014
Shares 8,680 Value ($000) $426 Avg Close — Range —