SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 171,454 Value ($000) $5,156 Avg Close — Range —
Q3 2025
Shares 349,674 Value ($000) $10,364 Avg Close — Range —
Q2 2025
Shares 348,034 Value ($000) $9,762 Avg Close — Range —
Q1 2025
Shares 329,642 Value ($000) $8,637 Avg Close — Range —
Q4 2024
Shares 165,319 Value ($000) $4,581 Avg Close — Range —
Q3 2024
Shares 36,690 Value ($000) $3,049 Avg Close — Range —
Q2 2024
Shares 35,581 Value ($000) $2,769 Avg Close — Range —
Q1 2024
Shares 35,581 Value ($000) $2,897 Avg Close — Range —
Q4 2023
Shares 35,114 Value ($000) $2,645 Avg Close — Range —
Q3 2023
Shares 35,280 Value ($000) $2,388 Avg Close — Range —
Q2 2023
Shares 35,424 Value ($000) $2,516 Avg Close — Range —
Q1 2023
Shares 36,115 Value ($000) $2,450 Avg Close — Range —
Q4 2022
Shares 36,000 Value ($000) $2,362 Avg Close — Range —
Q3 2022
Shares 35,473 Value ($000) $2,147 Avg Close — Range —
Q2 2022
Shares 35,077 Value ($000) $2,200 Avg Close — Range —
Q1 2022
Shares 28,643 Value ($000) $2,173 Avg Close — Range —
Q4 2021
Shares 28,169 Value ($000) $2,266 Avg Close — Range —
Q3 2021
Shares 28,203 Value ($000) $2,162 Avg Close — Range —
Q2 2021
Shares 27,871 Value ($000) $2,181 Avg Close — Range —
Q1 2021
Shares 28,185 Value ($000) $2,098 Avg Close — Range —
Q1 2020
Shares 5,100 Value ($000) $215 Avg Close — Range —