SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 9,088 Value ($000) $428 Avg Close — Range —
Q3 2025
Shares 9,088 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 9,088 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 9,088 Value ($000) $316 Avg Close — Range —
Q4 2024
Shares 9,088 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 9,088 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 9,088 Value ($000) $323 Avg Close — Range —
Q1 2024
Shares 9,008 Value ($000) $317 Avg Close — Range —