SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 2,816,409 Value ($000) $75,790 Avg Close — Range —
Q3 2025
Shares 5,730,856 Value ($000) $150,951 Avg Close — Range —
Q2 2025
Shares 5,842,324 Value ($000) $142,786 Avg Close — Range —
Q1 2025
Shares 6,083,326 Value ($000) $134,320 Avg Close — Range —
Q4 2024
Shares 3,109,070 Value ($000) $72,068 Avg Close — Range —
Q3 2024
Shares 1,037,803 Value ($000) $70,415 Avg Close — Range —
Q2 2024
Shares 1,055,113 Value ($000) $67,793 Avg Close — Range —
Q1 2024
Shares 1,115,003 Value ($000) $69,197 Avg Close — Range —
Q4 2023
Shares 1,178,173 Value ($000) $66,449 Avg Close — Range —
Q3 2023
Shares 1,214,382 Value ($000) $61,448 Avg Close — Range —
Q2 2023
Shares 1,246,884 Value ($000) $65,299 Avg Close — Range —
Q1 2023
Shares 1,063,515 Value ($000) $51,442 Avg Close — Range —
Q4 2022
Shares 1,081,044 Value ($000) $48,809 Avg Close — Range —
Q3 2022
Shares 1,018,644 Value ($000) $43,140 Avg Close — Range —
Q2 2022
Shares 970,076 Value ($000) $43,324 Avg Close — Range —
Q1 2022
Shares 671,780 Value ($000) $36,175 Avg Close — Range —
Q4 2021
Shares 328,808 Value ($000) $37,425 Avg Close — Range —
Q3 2021
Shares 505,463 Value ($000) $52,583 Avg Close — Range —
Q2 2021
Shares 351,733 Value ($000) $36,570 Avg Close — Range —
Q1 2021
Shares 440,503 Value ($000) $42,302 Avg Close — Range —
Q4 2020
Shares 490,023 Value ($000) $44,568 Avg Close — Range —
Q1 2020
Shares 634,700 Value ($000) $38,875 Avg Close — Range —