SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 9,266 Value ($000) $252 Avg Close — Range —
Q3 2025
Shares 9,247 Value ($000) $243 Avg Close — Range —
Q2 2025
Shares 29,169 Value ($000) $716 Avg Close — Range —
Q1 2025
Shares 29,063 Value ($000) $686 Avg Close — Range —
Q4 2024
Shares 28,608 Value ($000) $677 Avg Close — Range —
Q3 2024
Shares 9,499 Value ($000) $682 Avg Close — Range —
Q2 2024
Shares 9,465 Value ($000) $632 Avg Close — Range —
Q1 2024
Shares 8,783 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 7,355 Value ($000) $456 Avg Close — Range —