SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 1,008,030 Value ($000) $33,013 Avg Close — Range —
Q3 2025
Shares 1,895,236 Value ($000) $63,244 Avg Close — Range —
Q2 2025
Shares 1,908,570 Value ($000) $57,524 Avg Close — Range —
Q1 2025
Shares 1,891,296 Value ($000) $52,143 Avg Close — Range —
Q4 2024
Shares 939,135 Value ($000) $25,009 Avg Close — Range —
Q3 2024
Shares 899,039 Value ($000) $26,234 Avg Close — Range —
Q2 2024
Shares 861,533 Value ($000) $22,882 Avg Close — Range —
Q1 2024
Shares 866,440 Value ($000) $21,878 Avg Close — Range —
Q4 2023
Shares 865,835 Value ($000) $21,464 Avg Close — Range —
Q3 2023
Shares 842,785 Value ($000) $20,176 Avg Close — Range —
Q2 2023
Shares 792,666 Value ($000) $19,523 Avg Close — Range —
Q1 2023
Shares 794,754 Value ($000) $19,487 Avg Close — Range —
Q4 2022
Shares 777,489 Value ($000) $18,403 Avg Close — Range —
Q3 2022
Shares 641,468 Value ($000) $14,369 Avg Close — Range —
Q2 2022
Shares 613,260 Value ($000) $15,565 Avg Close — Range —
Q1 2022
Shares 399,493 Value ($000) $11,094 Avg Close — Range —
Q4 2021
Shares 356,182 Value ($000) $10,550 Avg Close — Range —
Q3 2021
Shares 336,861 Value ($000) $10,268 Avg Close — Range —
Q2 2021
Shares 332,168 Value ($000) $10,922 Avg Close — Range —
Q1 2021
Shares 316,892 Value ($000) $10,071 Avg Close — Range —
Q4 2020
Shares 278,557 Value ($000) $8,538 Avg Close — Range —
Q1 2020
Shares 409,480 Value ($000) $8,472 Avg Close — Range —