SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 59,692 Value ($000) $1,455 Avg Close — Range —
Q3 2025
Shares 59,085 Value ($000) $1,442 Avg Close — Range —
Q2 2025
Shares 55,472 Value ($000) $1,352 Avg Close — Range —
Q1 2025
Shares 55,473 Value ($000) $1,350 Avg Close — Range —
Q4 2024
Shares 57,532 Value ($000) $1,384 Avg Close — Range —
Q3 2024
Shares 27,835 Value ($000) $1,363 Avg Close — Range —
Q2 2024
Shares 31,501 Value ($000) $1,516 Avg Close — Range —
Q1 2024
Shares 31,501 Value ($000) $1,519 Avg Close — Range —
Q4 2023
Shares 31,501 Value ($000) $1,526 Avg Close — Range —
Q3 2023
Shares 27,973 Value ($000) $1,340 Avg Close — Range —
Q2 2023
Shares 27,986 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 27,986 Value ($000) $1,365 Avg Close — Range —
Q4 2022
Shares 27,986 Value ($000) $1,350 Avg Close — Range —
Q3 2022
Shares 17,553 Value ($000) $847 Avg Close — Range —
Q2 2022
Shares 15,686 Value ($000) $772 Avg Close — Range —