SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 473,627 Value ($000) $15,450 Avg Close — Range —
Q3 2025
Shares 424,951 Value ($000) $13,560 Avg Close — Range —
Q2 2025
Shares 394,811 Value ($000) $11,528 Avg Close — Range —
Q1 2025
Shares 340,922 Value ($000) $8,537 Avg Close — Range —
Q4 2024
Shares 340,260 Value ($000) $9,500 Avg Close — Range —
Q3 2024
Shares 77,474 Value ($000) $8,071 Avg Close — Range —
Q2 2024
Shares 71,093 Value ($000) $7,169 Avg Close — Range —
Q1 2024
Shares 66,041 Value ($000) $6,123 Avg Close — Range —
Q4 2023
Shares 57,031 Value ($000) $4,731 Avg Close — Range —
Q3 2023
Shares 53,786 Value ($000) $3,911 Avg Close — Range —
Q2 2023
Shares 48,674 Value ($000) $3,630 Avg Close — Range —
Q1 2023
Shares 42,067 Value ($000) $2,742 Avg Close — Range —
Q4 2022
Shares 35,653 Value ($000) $1,981 Avg Close — Range —
Q3 2022
Shares 34,964 Value ($000) $1,951 Avg Close — Range —
Q2 2022
Shares 18,511 Value ($000) $1,233 Avg Close — Range —