SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q1 2023
Shares 3,237 Value ($000) $220 Avg Close Range
Q4 2022
Shares 3,341 Value ($000) $0 Avg Close Range
Q2 2022
Shares 3,226 Value ($000) $202 Avg Close Range
Q1 2022
Shares 3,316 Value ($000) $252 Avg Close Range
Q4 2021
Shares 3,352 Value ($000) $270 Avg Close Range
Q3 2021
Shares 3,349 Value ($000) $257 Avg Close Range
Q2 2021
Shares 3,383 Value ($000) $265 Avg Close Range
Q1 2021
Shares 3,514 Value ($000) $262 Avg Close Range
Q4 2020
Shares 4,523 Value ($000) $308 Avg Close Range
Q3 2020
Shares 4,520 Value ($000) $251 Avg Close Range
Q2 2020
Shares 4,979 Value ($000) $262 Avg Close Range
Q1 2020
Shares 5,625 Value ($000) $237 Avg Close Range
Q4 2019
Shares 6,141 Value ($000) $369 Avg Close Range
Q3 2019
Shares 6,245 Value ($000) $353 Avg Close Range
Q2 2019
Shares 6,242 Value ($000) $356 Avg Close Range
Q1 2019
Shares 6,419 Value ($000) $356 Avg Close Range
Q4 2018
Shares 7,916 Value ($000) $379 Avg Close Range
Q3 2018
Shares 3,564 Value ($000) $206 Avg Close Range
Q4 2017
Shares 4,313 Value ($000) $230 Avg Close Range
Q3 2017
Shares 4,316 Value ($000) $216 Avg Close Range
Q2 2017
Shares 4,211 Value ($000) $203 Avg Close Range
Q4 2016
Shares 4,635 Value ($000) $209 Avg Close Range