SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 191,046 Value ($000) $5,141 Avg Close — Range —
Q3 2025
Shares 165,786 Value ($000) $4,367 Avg Close — Range —
Q2 2025
Shares 128,511 Value ($000) $3,141 Avg Close — Range —
Q1 2025
Shares 127,743 Value ($000) $2,821 Avg Close — Range —
Q4 2024
Shares 147,417 Value ($000) $3,417 Avg Close — Range —
Q4 2023
Shares 11,519 Value ($000) $650 Avg Close — Range —
Q3 2023
Shares 10,185 Value ($000) $515 Avg Close — Range —
Q2 2023
Shares 10,790 Value ($000) $565 Avg Close — Range —
Q1 2023
Shares 8,409 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 13,389 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 15,322 Value ($000) $649 Avg Close — Range —
Q1 2021
Shares 1,340 Value ($000) $136 Avg Close — Range —
Q4 2020
Shares 2,468 Value ($000) $224 Avg Close — Range —
Q3 2020
Shares 1,509 Value ($000) $122 Avg Close — Range —
Q2 2020
Shares 1,151 Value ($000) $85 Avg Close — Range —
Q1 2020
Shares 1,302 Value ($000) $80 Avg Close — Range —
Q4 2019
Shares 3,962 Value ($000) $304 Avg Close — Range —
Q3 2019
Shares 4,062 Value ($000) $288 Avg Close — Range —
Q1 2019
Shares 56,110 Value ($000) $3,794 Avg Close — Range —
Q4 2018
Shares 54,474 Value ($000) $3,252 Avg Close — Range —