SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 44,790 Value ($000) $1,205 Avg Close Range
Q3 2025
Shares 46,063 Value ($000) $1,213 Avg Close Range
Q2 2025
Shares 48,010 Value ($000) $1,181 Avg Close Range
Q1 2025
Shares 47,487 Value ($000) $1,049 Avg Close Range
Q4 2024
Shares 48,409 Value ($000) $1,137 Avg Close Range
Q3 2024
Shares 13,767 Value ($000) $934 Avg Close Range
Q2 2024
Shares 13,758 Value ($000) $884 Avg Close Range
Q1 2024
Shares 13,758 Value ($000) $854 Avg Close Range
Q4 2023
Shares 14,644 Value ($000) $826 Avg Close Range
Q3 2023
Shares 14,568 Value ($000) $737 Avg Close Range
Q2 2023
Shares 14,641 Value ($000) $767 Avg Close Range
Q1 2023
Shares 12,734 Value ($000) $616 Avg Close Range
Q4 2022
Shares 12,436 Value ($000) $562 Avg Close Range
Q3 2022
Shares 12,423 Value ($000) $526 Avg Close Range
Q2 2022
Shares 11,776 Value ($000) $577 Avg Close Range