SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Clearview Wealth Advisors LLC's Holding History (CIK: 0001840306)

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

Q4 2025
Shares 137,409 Value ($000) $3,739 Avg Close — Range —
Q3 2025
Shares 137,239 Value ($000) $3,609 Avg Close — Range —
Q2 2025
Shares 130,166 Value ($000) $3,194 Avg Close — Range —
Q1 2025
Shares 128,529 Value ($000) $3,035 Avg Close — Range —
Q4 2024
Shares 128,587 Value ($000) $3,045 Avg Close — Range —
Q3 2024
Shares 41,846 Value ($000) $3,003 Avg Close — Range —
Q2 2024
Shares 37,496 Value ($000) $2,511 Avg Close — Range —