SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

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

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

Q4 2025
Shares 456,135 Value ($000) $20,622 Avg Close Range
Q3 2025
Shares 459,242 Value ($000) $19,729 Avg Close Range
Q2 2025
Shares 441,260 Value ($000) $17,659 Avg Close Range
Q1 2025
Shares 417,097 Value ($000) $15,074 Avg Close Range
Q4 2024
Shares 396,009 Value ($000) $13,151 Avg Close Range
Q3 2024
Shares 396,722 Value ($000) $14,826 Avg Close Range
Q2 2024
Shares 392,234 Value ($000) $13,740 Avg Close Range
Q1 2024
Shares 391,718 Value ($000) $13,949 Avg Close Range
Q4 2023
Shares 390,214 Value ($000) $13,162 Avg Close Range
Q3 2023
Shares 311,911 Value ($000) $9,878 Avg Close Range
Q2 2023
Shares 218,398 Value ($000) $7,052 Avg Close Range
Q1 2023
Shares 199,080 Value ($000) $6,225 Avg Close Range
Q4 2022
Shares 186,653 Value ($000) $5,426 Avg Close Range
Q3 2022
Shares 170,302 Value ($000) $4,283 Avg Close Range
Q2 2022
Shares 205,877 Value ($000) $5,828 Avg Close Range
Q1 2022
Shares 128,595 Value ($000) $4,146 Avg Close Range