SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 54,267 Value ($000) $1,477 Avg Close — Range —
Q3 2025
Shares 59,088 Value ($000) $1,554 Avg Close — Range —
Q2 2025
Shares 61,358 Value ($000) $1,506 Avg Close — Range —
Q1 2025
Shares 59,883 Value ($000) $1,414 Avg Close — Range —
Q4 2024
Shares 55,038 Value ($000) $1,303 Avg Close — Range —
Q3 2024
Shares 17,772 Value ($000) $1,275 Avg Close — Range —
Q2 2024
Shares 18,984 Value ($000) $1,272 Avg Close — Range —
Q1 2024
Shares 17,990 Value ($000) $121 Avg Close — Range —
Q4 2023
Shares 16,854 Value ($000) $1,044 Avg Close — Range —