SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Financial Partners Group, Inc's Holding History (CIK: 0001731169)

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

Q4 2025
Shares 231,428 Value ($000) $6,901 Avg Close Range
Q3 2025
Shares 259,501 Value ($000) $7,084 Avg Close Range
Q2 2025
Shares 270,113 Value ($000) $7,158 Avg Close Range
Q1 2025
Shares 240,743 Value ($000) $6,731 Avg Close Range
Q4 2024
Shares 222,948 Value ($000) $6,091 Avg Close Range
Q3 2024
Shares 4,809 Value ($000) $406 Avg Close Range