SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

FinDec Wealth Services, Inc.'s Holding History (CIK: 0001916066)

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

Q4 2025
Shares 386,112 Value ($000) $12,595 Avg Close Range
Q3 2025
Shares 412,011 Value ($000) $13,147 Avg Close Range
Q2 2025
Shares 453,667 Value ($000) $13,252 Avg Close Range
Q1 2025
Shares 488,916 Value ($000) $12,242 Avg Close Range
Q4 2024
Shares 166,674 Value ($000) $4,645 Avg Close Range
Q3 2024
Shares 52,493 Value ($000) $5,469 Avg Close Range
Q2 2024
Shares 51,754 Value ($000) $5,219 Avg Close Range
Q1 2024
Shares 56,232 Value ($000) $5,214 Avg Close Range
Q4 2023
Shares 57,362 Value ($000) $4,759 Avg Close Range
Q3 2023
Shares 46,705 Value ($000) $3,396 Avg Close Range
Q2 2023
Shares 47,109 Value ($000) $3,531 Avg Close Range
Q1 2023
Shares 47,391 Value ($000) $3,088 Avg Close Range
Q4 2022
Shares 9,862 Value ($000) $548 Avg Close Range