SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 336,115 Value ($000) $9,573 Avg Close — Range —
Q3 2025
Shares 681,884 Value ($000) $19,025 Avg Close — Range —
Q2 2025
Shares 340,847 Value ($000) $8,623 Avg Close — Range —
Q1 2025
Shares 698,188 Value ($000) $16,359 Avg Close — Range —
Q4 2024
Shares 348,121 Value ($000) $9,002 Avg Close — Range —
Q3 2024
Shares 144,268 Value ($000) $7,430 Avg Close — Range —
Q2 2024
Shares 141,118 Value ($000) $6,696 Avg Close — Range —
Q1 2024
Shares 145,782 Value ($000) $7,178 Avg Close — Range —
Q4 2023
Shares 152,460 Value ($000) $7,202 Avg Close — Range —
Q3 2023
Shares 152,838 Value ($000) $6,331 Avg Close — Range —
Q2 2023
Shares 159,103 Value ($000) $6,969 Avg Close — Range —
Q1 2023
Shares 164,389 Value ($000) $6,893 Avg Close — Range —
Q4 2022
Shares 161,317 Value ($000) $6,535 Avg Close — Range —
Q3 2022
Shares 163,884 Value ($000) $6,195 Avg Close — Range —
Q2 2022
Shares 164,618 Value ($000) $6,418 Avg Close — Range —
Q1 2022
Shares 164,066 Value ($000) $7,770 Avg Close — Range —
Q4 2021
Shares 82,315 Value ($000) $8,429 Avg Close — Range —
Q3 2021
Shares 86,946 Value ($000) $8,703 Avg Close — Range —
Q2 2021
Shares 88,390 Value ($000) $9,209 Avg Close — Range —
Q1 2021
Shares 105,213 Value ($000) $10,487 Avg Close — Range —
Q4 2020
Shares 119,865 Value ($000) $10,668 Avg Close — Range —
Q1 2020
Shares 189,156 Value ($000) $9,745 Avg Close — Range —
Q4 2018
Shares 481 Value ($000) $29 Avg Close — Range —