SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 12,004 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 11,810 Value ($000) $350 Avg Close — Range —
Q2 2025
Shares 11,879 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 11,836 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 13,463 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 4,477 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 4,469 Value ($000) $348 Avg Close — Range —
Q1 2024
Shares 4,499 Value ($000) $366 Avg Close — Range —
Q4 2023
Shares 4,484 Value ($000) $338 Avg Close — Range —
Q3 2023
Shares 4,688 Value ($000) $317 Avg Close — Range —
Q2 2023
Shares 5,474 Value ($000) $389 Avg Close — Range —
Q1 2023
Shares 5,626 Value ($000) $382 Avg Close — Range —
Q4 2022
Shares 5,618 Value ($000) $369 Avg Close — Range —
Q3 2022
Shares 5,604 Value ($000) $339 Avg Close — Range —
Q2 2022
Shares 5,675 Value ($000) $356 Avg Close — Range —
Q1 2022
Shares 5,779 Value ($000) $438 Avg Close — Range —
Q4 2021
Shares 5,117 Value ($000) $410 Avg Close — Range —