SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Fingerlakes Wealth Management, Inc.'s Holding History (CIK: 0001910248)

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

Q4 2025
Shares 231,236 Value ($000) $7,543 Avg Close — Range —
Q3 2025
Shares 218,248 Value ($000) $6,964 Avg Close — Range —
Q2 2025
Shares 195,093 Value ($000) $5,699 Avg Close — Range —
Q1 2025
Shares 166,776 Value ($000) $4,176 Avg Close — Range —
Q4 2024
Shares 151,123 Value ($000) $4,212 Avg Close — Range —
Q3 2024
Shares 33,349 Value ($000) $3,474 Avg Close — Range —
Q2 2024
Shares 27,595 Value ($000) $2,783 Avg Close — Range —
Q1 2024
Shares 22,592 Value ($000) $2,095 Avg Close — Range —
Q4 2023
Shares 21,010 Value ($000) $1,743 Avg Close — Range —
Q3 2023
Shares 17,140 Value ($000) $1,246 Avg Close — Range —
Q2 2023
Shares 16,621 Value ($000) $1,246 Avg Close — Range —
Q1 2023
Shares 16,159 Value ($000) $1,053 Avg Close — Range —
Q4 2022
Shares 12,052 Value ($000) $670 Avg Close — Range —
Q3 2022
Shares 12,384 Value ($000) $691 Avg Close — Range —
Q2 2022
Shares 11,790 Value ($000) $684 Avg Close — Range —
Q1 2022
Shares 5,881 Value ($000) $440 Avg Close — Range —
Q4 2021
Shares 1,308 Value ($000) $210 Avg Close — Range —