SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 1,561,148 Value ($000) $42,822 Avg Close — Range —
Q3 2025
Shares 2,035,681 Value ($000) $55,574 Avg Close — Range —
Q2 2025
Shares 2,047,805 Value ($000) $54,267 Avg Close — Range —
Q1 2025
Shares 2,075,375 Value ($000) $58,027 Avg Close — Range —
Q4 2024
Shares 2,131,110 Value ($000) $58,222 Avg Close — Range —
Q3 2024
Shares 666,186 Value ($000) $56,313 Avg Close — Range —
Q2 2024
Shares 654,337 Value ($000) $50,881 Avg Close — Range —
Q1 2024
Shares 597,341 Value ($000) $48,164 Avg Close — Range —
Q4 2023
Shares 404,679 Value ($000) $30,808 Avg Close — Range —
Q3 2023
Shares 244,639 Value ($000) $17,311 Avg Close — Range —
Q2 2023
Shares 240,105 Value ($000) $17,436 Avg Close — Range —
Q1 2023
Shares 340,840 Value ($000) $24,936 Avg Close — Range —
Q4 2022
Shares 292,010 Value ($000) $22,058 Avg Close — Range —
Q3 2022
Shares 258,057 Value ($000) $17,143 Avg Close — Range —
Q2 2022
Shares 228,119 Value ($000) $16,340 Avg Close — Range —
Q1 2022
Shares 223,618 Value ($000) $17,641 Avg Close — Range —
Q4 2021
Shares 196,020 Value ($000) $15,844 Avg Close — Range —
Q3 2021
Shares 183,037 Value ($000) $13,589 Avg Close — Range —
Q2 2021
Shares 126,399 Value ($000) $9,558 Avg Close — Range —
Q1 2021
Shares 59,239 Value ($000) $4,319,708 Avg Close — Range —
Q4 2020
Shares 18,205 Value ($000) $1,168 Avg Close — Range —
Q3 2020
Shares 15,548 Value ($000) $860 Avg Close — Range —
Q2 2020
Shares 9,149 Value ($000) $473 Avg Close — Range —
Q1 2020
Shares 1,776 Value ($000) $79 Avg Close — Range —
Q4 2019
Shares 2,988 Value ($000) $173 Avg Close — Range —
Q3 2019
Shares 2,988 Value ($000) $163 Avg Close — Range —
Q2 2019
Shares 2,988 Value ($000) $158 Avg Close — Range —
Q3 2018
Shares 1,577 Value ($000) $84 Avg Close — Range —
Q2 2018
Shares 1,313 Value ($000) $65 Avg Close — Range —