SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 35,648 Value ($000) $959 Avg Close Range
Q3 2025
Shares 30,233 Value ($000) $796 Avg Close Range
Q2 2025
Shares 26,878 Value ($000) $657 Avg Close Range
Q1 2025
Shares 27,373 Value ($000) $604 Avg Close Range
Q4 2024
Shares 23,030 Value ($000) $534 Avg Close Range
Q3 2024
Shares 7,628 Value ($000) $518 Avg Close Range
Q2 2024
Shares 7,012 Value ($000) $451 Avg Close Range
Q1 2024
Shares 6,512 Value ($000) $404 Avg Close Range
Q4 2023
Shares 3,859 Value ($000) $218 Avg Close Range
Q3 2023
Shares 4,502 Value ($000) $228 Avg Close Range
Q2 2023
Shares 4,495 Value ($000) $235 Avg Close Range
Q1 2023
Shares 5,041 Value ($000) $244 Avg Close Range
Q4 2022
Shares 4,348 Value ($000) $196 Avg Close Range
Q3 2022
Shares 4,912 Value ($000) $208 Avg Close Range
Q2 2022
Shares 4,771 Value ($000) $213 Avg Close Range
Q1 2022
Shares 4,361 Value ($000) $235 Avg Close Range
Q4 2021
Shares 2,826 Value ($000) $322 Avg Close Range
Q3 2021
Shares 1,698 Value ($000) $177 Avg Close Range
Q2 2021
Shares 1,992 Value ($000) $207 Avg Close Range
Q1 2021
Shares 1,084 Value ($000) $104,065 Avg Close Range
Q4 2020
Shares 1,081 Value ($000) $98 Avg Close Range
Q3 2020
Shares 1,078 Value ($000) $87 Avg Close Range
Q2 2020
Shares 964 Value ($000) $71 Avg Close Range
Q1 2020
Shares 960 Value ($000) $58 Avg Close Range
Q4 2019
Shares 964 Value ($000) $74 Avg Close Range
Q3 2019
Shares 960 Value ($000) $68 Avg Close Range
Q2 2019
Shares 960 Value ($000) $67 Avg Close Range
Q3 2018
Shares 951 Value ($000) $66 Avg Close Range
Q2 2018
Shares 951 Value ($000) $62 Avg Close Range
Q1 2018
Shares 951 Value ($000) $59 Avg Close Range
Q4 2017
Shares 951 Value ($000) $60 Avg Close Range
Q3 2017
Shares 151 Value ($000) $9 Avg Close Range
Q2 2017
Shares 151 Value ($000) $8 Avg Close Range
Q1 2017
Shares 108 Value ($000) $6 Avg Close Range