SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 32,563 Value ($000) $876 Avg Close — Range —
Q3 2025
Shares 27,192 Value ($000) $716 Avg Close — Range —
Q2 2025
Shares 29,651 Value ($000) $725 Avg Close — Range —
Q1 2025
Shares 28,936 Value ($000) $639 Avg Close — Range —
Q4 2024
Shares 24,193 Value ($000) $561 Avg Close — Range —
Q3 2024
Shares 11,816 Value ($000) $802 Avg Close — Range —
Q2 2024
Shares 18,595 Value ($000) $1,195 Avg Close — Range —
Q1 2024
Shares 18,880 Value ($000) $1,172 Avg Close — Range —
Q4 2023
Shares 18,287 Value ($000) $1,031 Avg Close — Range —
Q3 2023
Shares 18,233 Value ($000) $923 Avg Close — Range —
Q2 2023
Shares 9,486 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 6,378 Value ($000) $308 Avg Close — Range —
Q4 2022
Shares 6,371 Value ($000) $288 Avg Close — Range —
Q3 2022
Shares 6,364 Value ($000) $270 Avg Close — Range —
Q2 2022
Shares 6,397 Value ($000) $286 Avg Close — Range —
Q1 2022
Shares 4,924 Value ($000) $265 Avg Close — Range —
Q4 2021
Shares 2,462 Value ($000) $280 Avg Close — Range —
Q3 2021
Shares 2,489 Value ($000) $259 Avg Close — Range —
Q2 2021
Shares 2,488 Value ($000) $259 Avg Close — Range —