SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q1 2025
Shares 9,875 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 9,107 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 11,823 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 14,335 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 25,616 Value ($000) $455 Avg Close — Range —
Q2 2023
Shares 27,317 Value ($000) $533 Avg Close — Range —
Q1 2023
Shares 30,840 Value ($000) $601 Avg Close — Range —
Q4 2022
Shares 32,950 Value ($000) $636 Avg Close — Range —
Q3 2022
Shares 33,524 Value ($000) $627 Avg Close — Range —
Q2 2022
Shares 36,804 Value ($000) $776 Avg Close — Range —
Q1 2022
Shares 42,518 Value ($000) $1,058 Avg Close — Range —
Q4 2021
Shares 25,372 Value ($000) $1,337 Avg Close — Range —
Q3 2021
Shares 24,708 Value ($000) $1,129 Avg Close — Range —
Q2 2021
Shares 23,026 Value ($000) $1,054 Avg Close — Range —
Q1 2021
Shares 24,463 Value ($000) $1,005 Avg Close — Range —
Q4 2020
Shares 27,404 Value ($000) $1,041 Avg Close — Range —
Q3 2020
Shares 28,940 Value ($000) $1,024 Avg Close — Range —
Q2 2020
Shares 28,561 Value ($000) $1,006 Avg Close — Range —
Q1 2020
Shares 28,704 Value ($000) $940 Avg Close — Range —
Q4 2019
Shares 34,916 Value ($000) $1,605 Avg Close — Range —
Q3 2019
Shares 31,659 Value ($000) $1,493 Avg Close — Range —
Q2 2019
Shares 31,873 Value ($000) $1,416 Avg Close — Range —
Q1 2019
Shares 30,647 Value ($000) $1,362 Avg Close — Range —
Q4 2018
Shares 32,356 Value ($000) $1,246 Avg Close — Range —
Q3 2018
Shares 32,159 Value ($000) $1,342 Avg Close — Range —
Q2 2018
Shares 30,179 Value ($000) $1,261 Avg Close — Range —
Q1 2018
Shares 30,573 Value ($000) $1,169 Avg Close — Range —
Q4 2017
Shares 28,193 Value ($000) $1,173 Avg Close — Range —
Q3 2017
Shares 28,032 Value ($000) $1,153 Avg Close — Range —
Q2 2017
Shares 11,691 Value ($000) $482 Avg Close — Range —
Q1 2017
Shares 11,301 Value ($000) $461 Avg Close — Range —
Q4 2016
Shares 17,344 Value ($000) $712 Avg Close — Range —
Q3 2016
Shares 17,410 Value ($000) $743 Avg Close — Range —
Q2 2016
Shares 24,620 Value ($000) $1,059 Avg Close — Range —
Q1 2016
Shares 36,313 Value ($000) $1,503 Avg Close — Range —
Q4 2015
Shares 74,322 Value ($000) $2,946 Avg Close — Range —
Q3 2015
Shares 73,825 Value ($000) $2,746 Avg Close — Range —
Q2 2015
Shares 85,564 Value ($000) $3,108 Avg Close — Range —
Q1 2015
Shares 74,492 Value ($000) $2,848 Avg Close — Range —
Q4 2014
Shares 66,108 Value ($000) $2,575 Avg Close — Range —