SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 45,347 Value ($000) $1,343 Avg Close — Range —
Q3 2025
Shares 45,354 Value ($000) $1,320 Avg Close — Range —
Q2 2025
Shares 45,425 Value ($000) $1,257 Avg Close — Range —
Q1 2025
Shares 44,601 Value ($000) $1,185 Avg Close — Range —
Q4 2024
Shares 47,097 Value ($000) $1,228 Avg Close — Range —
Q3 2024
Shares 12,174 Value ($000) $978 Avg Close — Range —
Q2 2024
Shares 11,519 Value ($000) $853 Avg Close — Range —
Q1 2024
Shares 11,519 Value ($000) $875 Avg Close — Range —
Q4 2023
Shares 12,040 Value ($000) $844 Avg Close — Range —
Q3 2023
Shares 13,302 Value ($000) $857 Avg Close — Range —
Q2 2023
Shares 12,093 Value ($000) $811 Avg Close — Range —
Q1 2023
Shares 13,266 Value ($000) $870 Avg Close — Range —
Q4 2022
Shares 12,911 Value ($000) $852 Avg Close — Range —
Q3 2022
Shares 14,454 Value ($000) $846 Avg Close — Range —
Q2 2022
Shares 14,485 Value ($000) $904 Avg Close — Range —
Q1 2022
Shares 4,982 Value ($000) $356 Avg Close — Range —
Q4 2021
Shares 4,458 Value ($000) $326 Avg Close — Range —
Q3 2021
Shares 6,360 Value ($000) $429 Avg Close — Range —
Q2 2021
Shares 4,653 Value ($000) $318 Avg Close — Range —
Q1 2021
Shares 4,637 Value ($000) $303 Avg Close — Range —
Q4 2020
Shares 4,225 Value ($000) $252 Avg Close — Range —