SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

MOGY JOEL R INVESTMENT COUNSEL INC's Holding History (CIK: 0001126735)

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

Q4 2025
Shares 1,969 Value ($000) $54 Avg Close — Range —
Q3 2025
Shares 2,221 Value ($000) $58 Avg Close — Range —
Q2 2025
Shares 2,386 Value ($000) $59 Avg Close — Range —