SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

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

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

Q1 2023
Shares 24,348 Value ($000) $634 Avg Close — Range —
Q1 2022
Shares 13,501 Value ($000) $391 Avg Close — Range —
Q4 2021
Shares 17,802 Value ($000) $552 Avg Close — Range —
Q3 2021
Shares 16,203 Value ($000) $522 Avg Close — Range —
Q2 2021
Shares 10,997 Value ($000) $355 Avg Close — Range —
Q1 2021
Shares 11,220 Value ($000) $345 Avg Close — Range —
Q4 2020
Shares 8,863 Value ($000) $250 Avg Close — Range —
Q3 2020
Shares 11,016 Value ($000) $261 Avg Close — Range —
Q2 2020
Shares 11,621 Value ($000) $272 Avg Close — Range —
Q1 2020
Shares 26,658 Value ($000) $548 Avg Close — Range —
Q4 2019
Shares 27,279 Value ($000) $814 Avg Close — Range —
Q3 2019
Shares 30,589 Value ($000) $838 Avg Close — Range —
Q2 2019
Shares 29,656 Value ($000) $852 Avg Close — Range —
Q1 2019
Shares 29,763 Value ($000) $825 Avg Close — Range —
Q4 2018
Shares 29,630 Value ($000) $765 Avg Close — Range —
Q2 2017
Shares 38,835 Value ($000) $1,034 Avg Close — Range —
Q1 2017
Shares 41,693 Value ($000) $1,102 Avg Close — Range —
Q4 2016
Shares 41,869 Value ($000) $1,001 Avg Close — Range —
Q3 2016
Shares 42,412 Value ($000) $1,006 Avg Close — Range —
Q2 2016
Shares 41,760 Value ($000) $877 Avg Close — Range —
Q1 2016
Shares 44,318 Value ($000) $919 Avg Close — Range —
Q4 2015
Shares 61,388 Value ($000) $1,125 Avg Close — Range —
Q3 2015
Shares 75,060 Value ($000) $1,430 Avg Close — Range —
Q2 2015
Shares 50,176 Value ($000) $1,203 Avg Close — Range —