SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 750 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 39,843 Value ($000) $943 Avg Close — Range —
Q3 2023
Shares 1,555 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 4,604 Value ($000) $113 Avg Close — Range —
Q1 2023
Shares 4,670 Value ($000) $115 Avg Close — Range —
Q4 2022
Shares 39,843 Value ($000) $943 Avg Close — Range —
Q3 2022
Shares 45,867 Value ($000) $1,027 Avg Close — Range —
Q2 2022
Shares 47,285 Value ($000) $1,200 Avg Close — Range —
Q1 2022
Shares 64,991 Value ($000) $1,805 Avg Close — Range —
Q4 2021
Shares 122,841 Value ($000) $3,639 Avg Close — Range —
Q3 2021
Shares 119,351 Value ($000) $3,638 Avg Close — Range —
Q2 2021
Shares 113,688 Value ($000) $3,738 Avg Close — Range —
Q1 2021
Shares 108,177 Value ($000) $3,438 Avg Close — Range —
Q4 2020
Shares 100,243 Value ($000) $3,072 Avg Close — Range —
Q3 2020
Shares 69,692 Value ($000) $1,865 Avg Close — Range —