SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 12,410 Value ($000) $285 Avg Close — Range —
Q2 2022
Shares 5,203 Value ($000) $232 Avg Close — Range —
Q1 2022
Shares 9,596 Value ($000) $459 Avg Close — Range —
Q4 2021
Shares 13,747 Value ($000) $710 Avg Close — Range —
Q3 2021
Shares 18,341 Value ($000) $957 Avg Close — Range —
Q2 2021
Shares 20,689 Value ($000) $1,087 Avg Close — Range —
Q1 2021
Shares 19,711 Value ($000) $1,012 Avg Close — Range —
Q4 2020
Shares 19,411 Value ($000) $1,041 Avg Close — Range —
Q3 2020
Shares 20,586 Value ($000) $1,087 Avg Close — Range —
Q2 2020
Shares 16,060 Value ($000) $840 Avg Close — Range —
Q1 2020
Shares 15,760 Value ($000) $755 Avg Close — Range —
Q4 2019
Shares 4,800 Value ($000) $240 Avg Close — Range —