SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 99,965 Value ($000) $2,742 Avg Close — Range —
Q3 2025
Shares 93,792 Value ($000) $2,561 Avg Close — Range —
Q2 2025
Shares 101,303 Value ($000) $2,685 Avg Close — Range —
Q1 2025
Shares 105,790 Value ($000) $2,958 Avg Close — Range —
Q4 2024
Shares 85,260 Value ($000) $2,329 Avg Close — Range —
Q3 2024
Shares 72,243 Value ($000) $6,107 Avg Close — Range —
Q2 2024
Shares 95,257 Value ($000) $7,486 Avg Close — Range —
Q1 2024
Shares 113,561 Value ($000) $9,156 Avg Close — Range —
Q4 2023
Shares 134,489 Value ($000) $10,239 Avg Close — Range —
Q3 2023
Shares 167,387 Value ($000) $11,844 Avg Close — Range —
Q2 2023
Shares 186,479 Value ($000) $13,542 Avg Close — Range —
Q1 2023
Shares 26,897 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 192,636 Value ($000) $15 Avg Close — Range —
Q3 2022
Shares 29,381 Value ($000) $1,952 Avg Close — Range —
Q4 2021
Shares 16,903 Value ($000) $1,366 Avg Close — Range —
Q1 2021
Shares 47,239 Value ($000) $3,641 Avg Close — Range —
Q4 2020
Shares 17,399 Value ($000) $1,116 Avg Close — Range —
Q3 2020
Shares 18,921 Value ($000) $1,046 Avg Close — Range —
Q2 2020
Shares 4,285 Value ($000) $222 Avg Close — Range —
Q1 2020
Shares 1,302 Value ($000) $59 Avg Close — Range —
Q4 2019
Shares 39,068 Value ($000) $2,263 Avg Close — Range —
Q3 2019
Shares 30,907 Value ($000) $1,693 Avg Close — Range —
Q1 2019
Shares 108,717 Value ($000) $5,684 Avg Close — Range —
Q4 2018
Shares 66,253 Value ($000) $3,112 Avg Close — Range —