SCHWAB STRATEGIC TR

Ticker: SCMB CUSIP: 808524649 Class: MUN BD ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 646,753 Value ($000) $16,660 Avg Close — Range —
Q3 2025
Shares 569,983 Value ($000) $14,597 Avg Close — Range —
Q2 2025
Shares 462,276 Value ($000) $11,640 Avg Close — Range —
Q1 2025
Shares 174,487 Value ($000) $4,427 Avg Close — Range —
Q4 2024
Shares 58,104 Value ($000) $1,492 Avg Close — Range —
Q3 2024
Shares 13,995 Value ($000) $735 Avg Close — Range —
Q2 2024
Shares 18,995 Value ($000) $976 Avg Close — Range —