SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 78 Value ($000) $2 Avg Close Range
Q3 2025
Shares 78 Value ($000) $2 Avg Close Range
Q2 2025
Shares 78 Value ($000) $2 Avg Close Range
Q1 2025
Shares 78 Value ($000) $2 Avg Close Range
Q4 2024
Shares 1,110 Value ($000) $26 Avg Close Range
Q3 2024
Shares 370 Value ($000) $27 Avg Close Range
Q2 2024
Shares 394 Value ($000) $26 Avg Close Range
Q1 2024
Shares 394 Value ($000) $27 Avg Close Range
Q4 2023
Shares 295 Value ($000) $18 Avg Close Range
Q3 2023
Shares 295 Value ($000) $17 Avg Close Range
Q2 2023
Shares 295 Value ($000) $17 Avg Close Range
Q1 2023
Shares 295 Value ($000) $16 Avg Close Range
Q4 2022
Shares 295 Value ($000) $16 Avg Close Range
Q3 2022
Shares 424 Value ($000) $20 Avg Close Range
Q2 2022
Shares 424 Value ($000) $22 Avg Close Range
Q1 2022
Shares 424 Value ($000) $25 Avg Close Range