SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 9,635 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 10,077 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 9,874 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 11,266 Value ($000) $264 Avg Close — Range —
Q4 2024
Shares 11,639 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 5,539 Value ($000) $285 Avg Close — Range —
Q2 2024
Shares 5,844 Value ($000) $277 Avg Close — Range —
Q1 2024
Shares 6,796 Value ($000) $335 Avg Close — Range —
Q4 2023
Shares 6,788 Value ($000) $321 Avg Close — Range —
Q3 2023
Shares 6,724 Value ($000) $279 Avg Close — Range —
Q2 2023
Shares 6,714 Value ($000) $294 Avg Close — Range —
Q1 2023
Shares 7,188 Value ($000) $301 Avg Close — Range —
Q4 2022
Shares 7,177 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,851 Value ($000) $221 Avg Close — Range —
Q2 2022
Shares 5,844 Value ($000) $228 Avg Close — Range —
Q1 2022
Shares 5,836 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 2,957 Value ($000) $303 Avg Close — Range —
Q3 2021
Shares 2,952 Value ($000) $296 Avg Close — Range —
Q2 2021
Shares 3,050 Value ($000) $318 Avg Close — Range —
Q4 2014
Shares 6,021 Value ($000) $332 Avg Close — Range —