SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

Seven Springs Wealth Group, LLC's Holding History (CIK: 0001803898)

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

Q4 2025
Shares 453,711 Value ($000) $16,361 Avg Close Range
Q3 2025
Shares 436,600 Value ($000) $15,787 Avg Close Range
Q2 2025
Shares 395,868 Value ($000) $13,068 Avg Close Range
Q1 2025
Shares 358,216 Value ($000) $11,033 Avg Close Range
Q4 2024
Shares 313,745 Value ($000) $9,114 Avg Close Range
Q3 2024
Shares 303,795 Value ($000) $9,803 Avg Close Range
Q2 2024
Shares 301,245 Value ($000) $8,908 Avg Close Range
Q1 2024
Shares 300,323 Value ($000) $8,337 Avg Close Range
Q4 2023
Shares 294,051 Value ($000) $7,981 Avg Close Range
Q3 2023
Shares 306,810 Value ($000) $8,045 Avg Close Range
Q2 2023
Shares 267,805 Value ($000) $7,169 Avg Close Range
Q1 2023
Shares 251,774 Value ($000) $6,559 Avg Close Range
Q4 2022
Shares 240,819 Value ($000) $5,967 Avg Close Range
Q3 2022
Shares 231,500 Value ($000) $5,426 Avg Close Range
Q2 2022
Shares 257,972 Value ($000) $6,689 Avg Close Range
Q1 2022
Shares 285,043 Value ($000) $8,252 Avg Close Range
Q4 2021
Shares 256,650 Value ($000) $7,954 Avg Close Range
Q3 2021
Shares 233,955 Value ($000) $7,540 Avg Close Range
Q2 2021
Shares 195,258 Value ($000) $6,297 Avg Close Range
Q1 2021
Shares 151,225 Value ($000) $4,650 Avg Close Range