SCHWAB STRATEGIC TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 9,103 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 9,114 Value ($000) $210 Avg Close — Range —
Q2 2025
Shares 9,108 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 9,892 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 10,423 Value ($000) $230 Avg Close — Range —
Q1 2021
Shares 1,625 Value ($000) $84 Avg Close — Range —
Q4 2020
Shares 927 Value ($000) $50 Avg Close — Range —