SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 108,955 Value ($000) $3,568 Avg Close Range
Q3 2025
Shares 110,273 Value ($000) $3,680 Avg Close Range
Q2 2025
Shares 112,811 Value ($000) $3,400 Avg Close Range
Q1 2025
Shares 126,156 Value ($000) $3,478 Avg Close Range
Q4 2024
Shares 123,891 Value ($000) $3,299 Avg Close Range
Q3 2024
Shares 127,398 Value ($000) $3,717 Avg Close Range
Q2 2024
Shares 136,789 Value ($000) $3,633 Avg Close Range
Q1 2024
Shares 155,222 Value ($000) $3,919 Avg Close Range
Q4 2023
Shares 161,437 Value ($000) $4,002 Avg Close Range
Q3 2023
Shares 191,524 Value ($000) $4,585 Avg Close Range
Q2 2023
Shares 196,940 Value ($000) $4,851 Avg Close Range
Q1 2023
Shares 226,805 Value ($000) $5,561 Avg Close Range
Q4 2022
Shares 235,970 Value ($000) $5,585 Avg Close Range
Q3 2022
Shares 343,744 Value ($000) $7,700 Avg Close Range
Q2 2022
Shares 594,873 Value ($000) $15,098 Avg Close Range
Q1 2022
Shares 638,902 Value ($000) $17,742 Avg Close Range
Q4 2021
Shares 730,824 Value ($000) $21,647 Avg Close Range
Q3 2021
Shares 894,136 Value ($000) $27,253 Avg Close Range
Q2 2021
Shares 1,005,112 Value ($000) $33,048 Avg Close Range
Q1 2021
Shares 1,145,829 Value ($000) $36,414 Avg Close Range
Q4 2020
Shares 1,285,763 Value ($000) $39,409 Avg Close Range
Q3 2020
Shares 1,363,497 Value ($000) $36,487 Avg Close Range
Q2 2020
Shares 1,515,042 Value ($000) $36,891 Avg Close Range
Q1 2020
Shares 1,663,299 Value ($000) $34,414 Avg Close Range
Q4 2019
Shares 1,618,322 Value ($000) $44,293 Avg Close Range
Q3 2019
Shares 1,539,914 Value ($000) $38,698 Avg Close Range
Q2 2019
Shares 1,453,521 Value ($000) $38,140 Avg Close Range
Q1 2019
Shares 1,330,113 Value ($000) $34,596 Avg Close Range
Q4 2018
Shares 1,187,968 Value ($000) $27,953 Avg Close Range
Q3 2018
Shares 1,299,831 Value ($000) $33,419 Avg Close Range
Q2 2018
Shares 1,187,448 Value ($000) $30,743 Avg Close Range
Q1 2018
Shares 1,068,372 Value ($000) $30,662 Avg Close Range
Q4 2017
Shares 125,970 Value ($000) $3,520 Avg Close Range
Q3 2017
Shares 126,294 Value ($000) $3,399 Avg Close Range
Q2 2017
Shares 74,853 Value ($000) $1,860 Avg Close Range
Q1 2017
Shares 77,253 Value ($000) $1,852 Avg Close Range
Q4 2016
Shares 88,355 Value ($000) $1,905 Avg Close Range
Q3 2016
Shares 86,930 Value ($000) $2,005 Avg Close Range
Q2 2016
Shares 136,520 Value ($000) $2,867 Avg Close Range
Q1 2016
Shares 169,223 Value ($000) $3,515 Avg Close Range
Q4 2015
Shares 238,845 Value ($000) $4,660 Avg Close Range
Q3 2015
Shares 270,294 Value ($000) $5,465 Avg Close Range
Q2 2015
Shares 313,786 Value ($000) $7,713 Avg Close Range
Q1 2015
Shares 326,983 Value ($000) $8,551 Avg Close Range
Q4 2014
Shares 317,288 Value ($000) $7,583 Avg Close Range
Q3 2014
Shares 233,647 Value ($000) $5,935 Avg Close Range
Q2 2014
Shares 250,736 Value ($000) $6,527 Avg Close Range
Q1 2014
Shares 252,062 Value ($000) $6,133 Avg Close Range
Q4 2013
Shares 18,698 Value ($000) $460 Avg Close Range
Q3 2013
Shares 179,428 Value ($000) $4,412 Avg Close Range
Q2 2013
Shares 174,735 Value ($000) $4,080 Avg Close Range