SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 43,849 Value ($000) $1,430 Avg Close — Range —
Q3 2025
Shares 39,326 Value ($000) $1,255 Avg Close — Range —
Q2 2025
Shares 34,587 Value ($000) $1,010 Avg Close — Range —
Q1 2025
Shares 34,595 Value ($000) $866 Avg Close — Range —
Q4 2024
Shares 33,275 Value ($000) $927 Avg Close — Range —
Q1 2023
Shares 4,259 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 12,695 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 17,065 Value ($000) $952 Avg Close — Range —
Q2 2022
Shares 195,796 Value ($000) $10,372 Avg Close — Range —
Q4 2021
Shares 95,189 Value ($000) $15,591 Avg Close — Range —
Q3 2021
Shares 88,833 Value ($000) $13,155 Avg Close — Range —
Q2 2021
Shares 51,853 Value ($000) $7,568 Avg Close — Range —
Q1 2021
Shares 35,773 Value ($000) $4,878 Avg Close — Range —
Q4 2020
Shares 15,078 Value ($000) $1,936 Avg Close — Range —
Q3 2020
Shares 23,654 Value ($000) $2,724 Avg Close — Range —
Q2 2020
Shares 395 Value ($000) $40 Avg Close — Range —
Q1 2020
Shares 374 Value ($000) $30 Avg Close — Range —
Q4 2019
Shares 629 Value ($000) $58 Avg Close — Range —
Q3 2019
Shares 937 Value ($000) $79 Avg Close — Range —
Q1 2019
Shares 14,391 Value ($000) $1,143 Avg Close — Range —
Q4 2018
Shares 14,580 Value ($000) $1,005 Avg Close — Range —