SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 502,470 Value ($000) $15,833 Avg Close — Range —
Q3 2025
Shares 485,146 Value ($000) $15,117 Avg Close — Range —
Q2 2025
Shares 467,060 Value ($000) $13,904 Avg Close — Range —
Q1 2025
Shares 442,411 Value ($000) $12,118 Avg Close — Range —
Q4 2024
Shares 419,531 Value ($000) $12,460 Avg Close — Range —
Q3 2024
Shares 186,161 Value ($000) $11,090 Avg Close — Range —
Q2 2024
Shares 169,896 Value ($000) $9,331 Avg Close — Range —
Q1 2024
Shares 147,395 Value ($000) $8,406 Avg Close — Range —
Q4 2023
Shares 138,725 Value ($000) $7,678 Avg Close — Range —