SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 2,409,483 Value ($000) $57,924 Avg Close — Range —
Q3 2025
Shares 2,414,781 Value ($000) $56,216 Avg Close — Range —
Q2 2025
Shares 2,457,149 Value ($000) $54,303 Avg Close — Range —
Q1 2025
Shares 2,634,250 Value ($000) $52,105 Avg Close — Range —
Q4 2024
Shares 2,630,601 Value ($000) $48,666 Avg Close — Range —
Q3 2024
Shares 1,348,604 Value ($000) $55,455 Avg Close — Range —
Q2 2024
Shares 1,376,547 Value ($000) $52,887 Avg Close — Range —
Q1 2024
Shares 1,423,898 Value ($000) $55,560 Avg Close — Range —
Q4 2023
Shares 1,551,285 Value ($000) $57,336 Avg Close — Range —
Q3 2023
Shares 2,271,860 Value ($000) $77,152 Avg Close — Range —
Q2 2023
Shares 2,311,090 Value ($000) $82,390 Avg Close — Range —
Q1 2023
Shares 2,430,277 Value ($000) $84,574 Avg Close — Range —
Q4 2022
Shares 2,455,989 Value ($000) $79,107 Avg Close — Range —
Q3 2022
Shares 2,572,247 Value ($000) $72,357 Avg Close — Range —
Q2 2022
Shares 2,639,198 Value ($000) $83,003 Avg Close — Range —
Q1 2022
Shares 2,695,464 Value ($000) $98,977 Avg Close — Range —
Q4 2021
Shares 2,716,657 Value ($000) $105,596 Avg Close — Range —
Q3 2021
Shares 2,698,287 Value ($000) $104,424 Avg Close — Range —
Q2 2021
Shares 2,692,932 Value ($000) $106,236 Avg Close — Range —
Q1 2021
Shares 2,632,226 Value ($000) $99,024 Avg Close — Range —
Q4 2020
Shares 2,648,119 Value ($000) $95,359 Avg Close — Range —
Q3 2020
Shares 2,660,446 Value ($000) $83,538 Avg Close — Range —
Q2 2020
Shares 2,812,851 Value ($000) $83,682 Avg Close — Range —
Q1 2020
Shares 2,821,751 Value ($000) $72,914 Avg Close — Range —
Q4 2019
Shares 2,561,079 Value ($000) $86,129 Avg Close — Range —
Q3 2019
Shares 1,910,524 Value ($000) $60,869 Avg Close — Range —
Q2 2019
Shares 1,858,490 Value ($000) $59,639 Avg Close — Range —
Q1 2019
Shares 1,143,452 Value ($000) $35,801 Avg Close — Range —
Q4 2018
Shares 999,627 Value ($000) $28,339 Avg Close — Range —
Q3 2018
Shares 1,012,461 Value ($000) $33,948 Avg Close — Range —
Q2 2018
Shares 1,000,639 Value ($000) $33,071 Avg Close — Range —
Q1 2018
Shares 930,442 Value ($000) $31,365 Avg Close — Range —
Q4 2017
Shares 301,590 Value ($000) $10,275 Avg Close — Range —
Q3 2017
Shares 297,250 Value ($000) $9,949 Avg Close — Range —
Q2 2017
Shares 151,496 Value ($000) $4,815 Avg Close — Range —
Q1 2017
Shares 154,542 Value ($000) $4,616 Avg Close — Range —
Q4 2016
Shares 189,631 Value ($000) $5,249 Avg Close — Range —
Q3 2016
Shares 224,641 Value ($000) $6,467 Avg Close — Range —
Q2 2016
Shares 308,316 Value ($000) $8,325 Avg Close — Range —
Q1 2016
Shares 393,366 Value ($000) $10,693 Avg Close — Range —
Q4 2015
Shares 508,724 Value ($000) $14,020 Avg Close — Range —
Q3 2015
Shares 574,220 Value ($000) $15,716 Avg Close — Range —
Q2 2015
Shares 675,951 Value ($000) $20,596 Avg Close — Range —
Q1 2015
Shares 685,859 Value ($000) $21,570 Avg Close — Range —
Q4 2014
Shares 480,697 Value ($000) $13,897 Avg Close — Range —
Q3 2014
Shares 244,391 Value ($000) $7,581 Avg Close — Range —
Q2 2014
Shares 241,361 Value ($000) $7,960 Avg Close — Range —
Q1 2014
Shares 239,322 Value ($000) $7,539 Avg Close — Range —
Q4 2013
Shares 15,065 Value ($000) $475 Avg Close — Range —
Q3 2013
Shares 157,801 Value ($000) $4,796 Avg Close — Range —
Q2 2013
Shares 131,508 Value ($000) $3,582 Avg Close — Range —