SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Aufman Associates Inc's Holding History (CIK: 0001801573)

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

Q4 2025
Shares 574,608 Value ($000) $15,635 Avg Close — Range —
Q3 2025
Shares 97,525 Value ($000) $2,565 Avg Close — Range —
Q2 2025
Shares 97,579 Value ($000) $2,395 Avg Close — Range —
Q1 2025
Shares 96,175 Value ($000) $2,271 Avg Close — Range —
Q4 2024
Shares 13,213 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 4,387 Value ($000) $315 Avg Close — Range —
Q2 2024
Shares 4,500 Value ($000) $301 Avg Close — Range —
Q1 2024
Shares 4,799 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 3,857 Value ($000) $239 Avg Close — Range —
Q3 2023
Shares 3,836 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 3,818 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 4,022 Value ($000) $221 Avg Close — Range —
Q4 2022
Shares 4,022 Value ($000) $215 Avg Close — Range —
Q2 2022
Shares 4,015 Value ($000) $204 Avg Close — Range —
Q1 2022
Shares 4,015 Value ($000) $235 Avg Close — Range —
Q4 2021
Shares 4,015 Value ($000) $235 Avg Close — Range —
Q3 2021
Shares 4,015 Value ($000) $217 Avg Close — Range —
Q2 2021
Shares 4,015 Value ($000) $220 Avg Close — Range —
Q1 2021
Shares 4,015 Value ($000) $207 Avg Close — Range —