SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 80,635 Value ($000) $1,938 Avg Close — Range —
Q3 2025
Shares 77,449 Value ($000) $1,803 Avg Close — Range —
Q2 2025
Shares 74,834 Value ($000) $1,654 Avg Close — Range —
Q1 2025
Shares 72,214 Value ($000) $1,428 Avg Close — Range —
Q4 2024
Shares 63,739 Value ($000) $1,179 Avg Close — Range —
Q3 2024
Shares 31,814 Value ($000) $1,308 Avg Close — Range —
Q2 2024
Shares 36,887 Value ($000) $1,417 Avg Close — Range —
Q1 2024
Shares 36,011 Value ($000) $1,405 Avg Close — Range —
Q4 2023
Shares 35,016 Value ($000) $1,294 Avg Close — Range —
Q3 2023
Shares 38,488 Value ($000) $1,307 Avg Close — Range —
Q2 2023
Shares 41,868 Value ($000) $1,493 Avg Close — Range —
Q1 2023
Shares 37,929 Value ($000) $1,320 Avg Close — Range —
Q4 2022
Shares 36,519 Value ($000) $1,176 Avg Close — Range —
Q3 2022
Shares 37,740 Value ($000) $1,062 Avg Close — Range —
Q2 2022
Shares 38,106 Value ($000) $1,198 Avg Close — Range —
Q1 2022
Shares 38,622 Value ($000) $1,418 Avg Close — Range —
Q4 2021
Shares 37,144 Value ($000) $1,444 Avg Close — Range —
Q3 2021
Shares 36,827 Value ($000) $1,425 Avg Close — Range —
Q2 2021
Shares 37,775 Value ($000) $1,490 Avg Close — Range —
Q1 2021
Shares 41,717 Value ($000) $1,569,394 Avg Close — Range —
Q4 2020
Shares 35,565 Value ($000) $1,281 Avg Close — Range —
Q3 2020
Shares 29,377 Value ($000) $922 Avg Close — Range —
Q2 2020
Shares 19,352 Value ($000) $576 Avg Close — Range —
Q1 2020
Shares 479 Value ($000) $12 Avg Close — Range —
Q4 2019
Shares 489 Value ($000) $16 Avg Close — Range —
Q3 2019
Shares 489 Value ($000) $15 Avg Close — Range —
Q2 2019
Shares 489 Value ($000) $15 Avg Close — Range —
Q3 2018
Shares 1,675 Value ($000) $56 Avg Close — Range —
Q2 2018
Shares 2,420 Value ($000) $80 Avg Close — Range —
Q1 2018
Shares 229 Value ($000) $7 Avg Close — Range —
Q4 2017
Shares 229 Value ($000) $7 Avg Close — Range —
Q3 2017
Shares 229 Value ($000) $7 Avg Close — Range —
Q2 2017
Shares 229 Value ($000) $7 Avg Close — Range —
Q1 2017
Shares 164 Value ($000) $4 Avg Close — Range —