SCHWAB STRATEGIC TR

Ticker: FNDB CUSIP: 808524789 Class: FUNDAMENTAL US B

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 14,580 Value ($000) $387 Avg Close Range
Q3 2025
Shares 14,580 Value ($000) $375 Avg Close Range
Q2 2025
Shares 14,580 Value ($000) $350 Avg Close Range
Q1 2025
Shares 14,580 Value ($000) $335 Avg Close Range
Q4 2024
Shares 16,688 Value ($000) $388 Avg Close Range
Q3 2024
Shares 4,885 Value ($000) $344 Avg Close Range
Q2 2024
Shares 4,860 Value ($000) $319 Avg Close Range
Q1 2024
Shares 4,861 Value ($000) $322 Avg Close Range
Q4 2023
Shares 4,861 Value ($000) $297 Avg Close Range
Q3 2023
Shares 4,864 Value ($000) $268 Avg Close Range
Q2 2023
Shares 4,864 Value ($000) $276 Avg Close Range
Q1 2023
Shares 4,864 Value ($000) $263 Avg Close Range
Q4 2022
Shares 4,864 Value ($000) $256 Avg Close Range
Q3 2022
Shares 4,864 Value ($000) $229 Avg Close Range
Q2 2022
Shares 5,514 Value ($000) $277 Avg Close Range
Q1 2022
Shares 5,514 Value ($000) $318 Avg Close Range
Q4 2021
Shares 4,864 Value ($000) $282 Avg Close Range
Q3 2021
Shares 4,864 Value ($000) $261 Avg Close Range
Q2 2021
Shares 4,969 Value ($000) $270 Avg Close Range
Q1 2021
Shares 4,969 Value ($000) $255 Avg Close Range
Q4 2020
Shares 4,969 Value ($000) $223 Avg Close Range
Q1 2020
Shares 7,792 Value ($000) $239 Avg Close Range
Q4 2019
Shares 7,791 Value ($000) $328 Avg Close Range
Q3 2019
Shares 7,686 Value ($000) $301 Avg Close Range
Q2 2019
Shares 8,681 Value ($000) $336 Avg Close Range