SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 627 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 554 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 554 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 23 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 184 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 1,305 Value ($000) $36 Avg Close — Range —
Q4 2023
Shares 164 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 59 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 237 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 3,253 Value ($000) $85 Avg Close — Range —
Q4 2022
Shares 596 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 606 Value ($000) $14 Avg Close — Range —
Q2 2022
Shares 1,453 Value ($000) $38 Avg Close — Range —
Q1 2022
Shares 8,748 Value ($000) $253 Avg Close — Range —
Q4 2021
Shares 4,632 Value ($000) $144 Avg Close — Range —
Q3 2021
Shares 4,422 Value ($000) $143 Avg Close — Range —
Q2 2021
Shares 7,013 Value ($000) $226 Avg Close — Range —
Q1 2021
Shares 3,027 Value ($000) $93 Avg Close — Range —