SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 10,138 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 10,065 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 9,981 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 9,797 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 9,626 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 3,188 Value ($000) $270 Avg Close — Range —
Q2 2024
Shares 3,133 Value ($000) $244 Avg Close — Range —
Q1 2024
Shares 3,028 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 965 Value ($000) $73 Avg Close — Range —
Q3 2023
Shares 2,471 Value ($000) $175 Avg Close — Range —
Q2 2023
Shares 1,196 Value ($000) $87 Avg Close — Range —
Q1 2023
Shares 1,194 Value ($000) $87 Avg Close — Range —
Q4 2022
Shares 965 Value ($000) $73 Avg Close — Range —
Q3 2022
Shares 491 Value ($000) $33 Avg Close — Range —
Q2 2022
Shares 1,486 Value ($000) $106 Avg Close — Range —