SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 14,002 Value ($000) $633 Avg Close — Range —
Q3 2025
Shares 13,943 Value ($000) $599 Avg Close — Range —
Q2 2025
Shares 14,087 Value ($000) $564 Avg Close — Range —
Q1 2025
Shares 18,411 Value ($000) $665 Avg Close — Range —
Q4 2024
Shares 8,046 Value ($000) $267 Avg Close — Range —
Q3 2024
Shares 8,173 Value ($000) $305 Avg Close — Range —
Q2 2024
Shares 7,902 Value ($000) $277 Avg Close — Range —
Q1 2024
Shares 7,902 Value ($000) $281 Avg Close — Range —
Q4 2023
Shares 9,415 Value ($000) $318 Avg Close — Range —
Q2 2023
Shares 6,268 Value ($000) $202 Avg Close — Range —
Q4 2020
Shares 8,668 Value ($000) $254 Avg Close — Range —
Q4 2019
Shares 15,818 Value ($000) $457 Avg Close — Range —
Q3 2019
Shares 15,818 Value ($000) $436 Avg Close — Range —
Q2 2019
Shares 15,818 Value ($000) $441 Avg Close — Range —
Q1 2019
Shares 15,818 Value ($000) $436 Avg Close — Range —
Q4 2018
Shares 30,227 Value ($000) $762 Avg Close — Range —
Q3 2018
Shares 25,748 Value ($000) $771 Avg Close — Range —