SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Sellwood Investment Partners LLC's Holding History (CIK: 0001763958)

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

Q4 2025
Shares 610,030 Value ($000) $16,599 Avg Close — Range —
Q3 2025
Shares 597,165 Value ($000) $15,705 Avg Close — Range —
Q2 2025
Shares 616,553 Value ($000) $15,130 Avg Close — Range —
Q1 2025
Shares 629,248 Value ($000) $14,857 Avg Close — Range —
Q4 2024
Shares 604,259 Value ($000) $14,309 Avg Close — Range —