SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

WealthCare Investment Partners, LLC's Holding History (CIK: 0001908462)

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

Q4 2025
Shares 142,784 Value ($000) $6,552 Avg Close Range
Q3 2025
Shares 144,032 Value ($000) $6,235 Avg Close Range
Q2 2025
Shares 149,687 Value ($000) $6,062 Avg Close Range
Q1 2025
Shares 152,174 Value ($000) $5,431 Avg Close Range
Q4 2024
Shares 155,146 Value ($000) $5,140 Avg Close Range
Q3 2024
Shares 152,463 Value ($000) $5,618 Avg Close Range
Q2 2024
Shares 155,498 Value ($000) $5,447 Avg Close Range
Q1 2024
Shares 157,328 Value ($000) $5,602 Avg Close Range
Q4 2023
Shares 134,173 Value ($000) $4,523 Avg Close Range
Q3 2023
Shares 109,894 Value ($000) $3,426 Avg Close Range
Q2 2023
Shares 77,383 Value ($000) $2,482 Avg Close Range
Q1 2023
Shares 38,603 Value ($000) $1,207 Avg Close Range
Q4 2022
Shares 30,582 Value ($000) $889 Avg Close Range
Q3 2022
Shares 37,428 Value ($000) $941 Avg Close Range
Q2 2022
Shares 37,867 Value ($000) $1,072 Avg Close Range
Q1 2022
Shares 28,011 Value ($000) $893 Avg Close Range