SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 24,015 Value ($000) $598 Avg Close — Range —
Q3 2025
Shares 27,265 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 28,325 Value ($000) $703 Avg Close — Range —
Q1 2025
Shares 28,400 Value ($000) $700 Avg Close — Range —
Q4 2024
Shares 32,200 Value ($000) $785 Avg Close — Range —
Q3 2024
Shares 18,150 Value ($000) $900 Avg Close — Range —
Q2 2024
Shares 18,150 Value ($000) $876 Avg Close — Range —
Q1 2024
Shares 20,050 Value ($000) $969 Avg Close — Range —
Q4 2023
Shares 21,110 Value ($000) $1,021 Avg Close — Range —
Q3 2023
Shares 18,430 Value ($000) $866 Avg Close — Range —
Q2 2023
Shares 19,780 Value ($000) $935 Avg Close — Range —
Q1 2023
Shares 8,316 Value ($000) $396 Avg Close — Range —