SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

SC&H Financial Advisors, Inc.'s Holding History (CIK: 0001907898)

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

Q4 2025
Shares 11,799 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 11,747 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 11,698 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 10,793 Value ($000) $255 Avg Close — Range —
Q4 2024
Shares 11,971 Value ($000) $283 Avg Close — Range —
Q3 2024
Shares 3,565 Value ($000) $256 Avg Close — Range —
Q2 2024
Shares 3,533 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 3,533 Value ($000) $238 Avg Close — Range —
Q4 2023
Shares 3,518 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 3,482 Value ($000) $200 Avg Close — Range —