SCHWAB STRATEGIC TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 6,554 Value ($000) $151 Avg Close — Range —
Q3 2025
Shares 3,012 Value ($000) $70 Avg Close — Range —
Q2 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 10,093 Value ($000) $227 Avg Close — Range —
Q1 2023
Shares 396 Value ($000) $18 Avg Close — Range —
Q4 2022
Shares 301 Value ($000) $13 Avg Close — Range —