SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 13,535,721 Value ($000) $371,285 Avg Close — Range —
Q3 2025
Shares 28,281,342 Value ($000) $772,081 Avg Close — Range —
Q2 2025
Shares 28,982,800 Value ($000) $768,044 Avg Close — Range —
Q1 2025
Shares 29,554,836 Value ($000) $826,353 Avg Close — Range —
Q4 2024
Shares 15,144,112 Value ($000) $413,737 Avg Close — Range —
Q3 2024
Shares 5,119,956 Value ($000) $432,790 Avg Close — Range —
Q2 2024
Shares 4,922,867 Value ($000) $382,840 Avg Close — Range —
Q1 2024
Shares 5,035,345 Value ($000) $406,000 Avg Close — Range —
Q4 2023
Shares 5,195,285 Value ($000) $395,517 Avg Close — Range —
Q3 2023
Shares 5,421,883 Value ($000) $383,652 Avg Close — Range —
Q2 2023
Shares 5,654,139 Value ($000) $410,604 Avg Close — Range —
Q1 2023
Shares 6,039,169 Value ($000) $441,826 Avg Close — Range —
Q4 2022
Shares 5,957,983 Value ($000) $450,066 Avg Close — Range —
Q3 2022
Shares 5,781,287 Value ($000) $384,051 Avg Close — Range —
Q2 2022
Shares 5,736,415 Value ($000) $410,899 Avg Close — Range —
Q1 2022
Shares 5,501,969 Value ($000) $434,050 Avg Close — Range —
Q4 2021
Shares 5,134,666 Value ($000) $415,035 Avg Close — Range —
Q3 2021
Shares 4,973,587 Value ($000) $369,239 Avg Close — Range —
Q2 2021
Shares 4,155,615 Value ($000) $314,248 Avg Close — Range —
Q1 2021
Shares 4,369,281 Value ($000) $318,608 Avg Close — Range —
Q4 2020
Shares 2,749,951 Value ($000) $176,382 Avg Close — Range —
Q3 2020
Shares 926,467 Value ($000) $51,234 Avg Close — Range —
Q2 2020
Shares 794,554 Value ($000) $41,118 Avg Close — Range —
Q1 2020
Shares 1,245,881 Value ($000) $56,040 Avg Close — Range —
Q4 2019
Shares 483,394 Value ($000) $27,998 Avg Close — Range —
Q3 2019
Shares 7,931 Value ($000) $434 Avg Close — Range —