SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 84,604 Value ($000) $2,410 Avg Close Range
Q3 2025
Shares 98,256 Value ($000) $2,741 Avg Close Range
Q2 2025
Shares 100,197 Value ($000) $2,578 Avg Close Range
Q1 2025
Shares 53,781 Value ($000) $1,260 Avg Close Range
Q4 2024
Shares 29,849 Value ($000) $789 Avg Close Range
Q3 2024
Shares 13,684 Value ($000) $705 Avg Close Range
Q2 2024
Shares 13,684 Value ($000) $649 Avg Close Range
Q1 2024
Shares 13,683 Value ($000) $674 Avg Close Range
Q4 2023
Shares 14,045 Value ($000) $663 Avg Close Range
Q3 2023
Shares 5,503 Value ($000) $228 Avg Close Range