SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Swisher Financial Concepts, Inc.'s Holding History (CIK: 0001947503)

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

Q4 2025
Shares 23,916 Value ($000) $1,081 Avg Close — Range —
Q3 2025
Shares 24,646 Value ($000) $1,059 Avg Close — Range —
Q2 2025
Shares 49,128 Value ($000) $1,966 Avg Close — Range —
Q1 2025
Shares 80,900 Value ($000) $2,924 Avg Close — Range —
Q4 2024
Shares 143,870 Value ($000) $4,778 Avg Close — Range —
Q3 2024
Shares 252,882 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 141,335 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 139,230 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 133,545 Value ($000) $4 Avg Close — Range —