SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 28,299 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 28,299 Value ($000) $745 Avg Close — Range —
Q2 2025
Shares 28,299 Value ($000) $692 Avg Close — Range —
Q1 2025
Shares 28,299 Value ($000) $625 Avg Close — Range —
Q4 2024
Shares 28,299 Value ($000) $656 Avg Close — Range —