SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q1 2025
Shares 11,243 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 11,183 Value ($000) $236 Avg Close — Range —
Q3 2024
Shares 11,210 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 12,177 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 12,292 Value ($000) $250 Avg Close — Range —
Q4 2023
Shares 12,968 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 12,716 Value ($000) $226 Avg Close — Range —
Q2 2023
Shares 17,696 Value ($000) $346 Avg Close — Range —
Q1 2023
Shares 19,770 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 23,613 Value ($000) $456 Avg Close — Range —
Q3 2022
Shares 46,303 Value ($000) $865 Avg Close — Range —
Q2 2022
Shares 72,602 Value ($000) $1,531 Avg Close — Range —
Q1 2022
Shares 70,977 Value ($000) $1,767 Avg Close — Range —
Q4 2021
Shares 35,151 Value ($000) $1,852 Avg Close — Range —
Q3 2021
Shares 34,633 Value ($000) $1,582 Avg Close — Range —
Q2 2021
Shares 36,912 Value ($000) $1,690 Avg Close — Range —
Q1 2021
Shares 70,147 Value ($000) $2,882 Avg Close — Range —
Q4 2020
Shares 14,063 Value ($000) $534 Avg Close — Range —
Q3 2020
Shares 17,018 Value ($000) $602 Avg Close — Range —
Q2 2020
Shares 17,723 Value ($000) $624 Avg Close — Range —
Q1 2020
Shares 21,587 Value ($000) $707 Avg Close — Range —
Q4 2019
Shares 21,761 Value ($000) $993 Avg Close — Range —