SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q1 2024
Shares 11,617 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 11,617 Value ($000) $405 Avg Close — Range —
Q3 2023
Shares 12,617 Value ($000) $407 Avg Close — Range —
Q2 2023
Shares 12,617 Value ($000) $426 Avg Close — Range —
Q1 2023
Shares 14,183 Value ($000) $478 Avg Close — Range —
Q4 2022
Shares 15,441 Value ($000) $486 Avg Close — Range —
Q2 2022
Shares 22,173 Value ($000) $692 Avg Close — Range —
Q1 2022
Shares 21,877 Value ($000) $830 Avg Close — Range —
Q4 2021
Shares 21,767 Value ($000) $891 Avg Close — Range —
Q3 2021
Shares 21,305 Value ($000) $884 Avg Close — Range —
Q2 2021
Shares 21,305 Value ($000) $886 Avg Close — Range —
Q1 2021
Shares 21,305 Value ($000) $839 Avg Close — Range —
Q4 2020
Shares 21,305 Value ($000) $802 Avg Close — Range —
Q3 2020
Shares 12,728 Value ($000) $414 Avg Close — Range —
Q4 2019
Shares 8,680 Value ($000) $300 Avg Close — Range —
Q3 2019
Shares 8,680 Value ($000) $276 Avg Close — Range —
Q1 2019
Shares 10,563 Value ($000) $341 Avg Close — Range —
Q4 2018
Shares 11,660 Value ($000) $339 Avg Close — Range —