SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 81,725 Value ($000) $1,910 Avg Close — Range —
Q3 2025
Shares 90,753 Value ($000) $2,130 Avg Close — Range —
Q2 2025
Shares 99,179 Value ($000) $2,305 Avg Close — Range —
Q1 2025
Shares 103,235 Value ($000) $2,391 Avg Close — Range —
Q4 2024
Shares 105,273 Value ($000) $2,390 Avg Close — Range —
Q3 2024
Shares 39,982 Value ($000) $1,900 Avg Close — Range —
Q2 2024
Shares 53,280 Value ($000) $2,428 Avg Close — Range —
Q1 2024
Shares 72,318 Value ($000) $3,327 Avg Close — Range —
Q4 2023
Shares 88,902 Value ($000) $4,145 Avg Close — Range —
Q3 2023
Shares 36,857 Value ($000) $1,630 Avg Close — Range —
Q2 2023
Shares 36,837 Value ($000) $1,700 Avg Close — Range —
Q1 2023
Shares 38,420 Value ($000) $1,802 Avg Close — Range —
Q4 2022
Shares 43,196 Value ($000) $1,972 Avg Close — Range —
Q3 2022
Shares 42,213 Value ($000) $1,913 Avg Close — Range —
Q2 2022
Shares 79,355 Value ($000) $3,799 Avg Close — Range —
Q1 2022
Shares 118,058 Value ($000) $5,970 Avg Close — Range —
Q4 2021
Shares 143,674 Value ($000) $7,744 Avg Close — Range —
Q3 2021
Shares 159,226 Value ($000) $8,640 Avg Close — Range —
Q2 2021
Shares 186,512 Value ($000) $10,184 Avg Close — Range —
Q1 2021
Shares 353,247 Value ($000) $19,058 Avg Close — Range —
Q4 2020
Shares 510,850 Value ($000) $28,623 Avg Close — Range —
Q1 2020
Shares 375,494 Value ($000) $20,378 Avg Close — Range —