SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 51,767 Value ($000) $1,244 Avg Close — Range —
Q3 2025
Shares 51,279 Value ($000) $1,194 Avg Close — Range —
Q2 2025
Shares 52,691 Value ($000) $1,164 Avg Close — Range —
Q1 2025
Shares 53,122 Value ($000) $1,089 Avg Close — Range —
Q4 2024
Shares 53,045 Value ($000) $981 Avg Close — Range —
Q3 2024
Shares 26,883 Value ($000) $1,105 Avg Close — Range —
Q2 2024
Shares 27,192 Value ($000) $1,054 Avg Close — Range —
Q1 2024
Shares 27,566 Value ($000) $1,076 Avg Close — Range —
Q4 2023
Shares 27,343 Value ($000) $1,011 Avg Close — Range —