SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 38,100 Value ($000) $1,248 Avg Close — Range —
Q3 2025
Shares 36,689 Value ($000) $1,224 Avg Close — Range —
Q2 2025
Shares 38,241 Value ($000) $1,152 Avg Close — Range —
Q1 2025
Shares 17,560 Value ($000) $484 Avg Close — Range —
Q4 2024
Shares 12,400 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 10,907 Value ($000) $318 Avg Close — Range —
Q2 2024
Shares 10,488 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 11,593 Value ($000) $293 Avg Close — Range —
Q4 2023
Shares 9,248 Value ($000) $229 Avg Close — Range —