SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 36,784 Value ($000) $1,675 Avg Close — Range —
Q3 2025
Shares 39,610 Value ($000) $1,803 Avg Close — Range —
Q2 2025
Shares 40,373 Value ($000) $1,719 Avg Close — Range —
Q1 2025
Shares 44,385 Value ($000) $1,593 Avg Close — Range —
Q4 2024
Shares 47,470 Value ($000) $1,630 Avg Close — Range —
Q3 2024
Shares 60,896 Value ($000) $2,346 Avg Close — Range —
Q2 2024
Shares 65,256 Value ($000) $2,322 Avg Close — Range —
Q1 2024
Shares 68,307 Value ($000) $2,445 Avg Close — Range —
Q4 2023
Shares 68,424 Value ($000) $2,387 Avg Close — Range —
Q3 2023
Shares 109,491 Value ($000) $3,531 Avg Close — Range —
Q2 2023
Shares 126,986 Value ($000) $4,288 Avg Close — Range —
Q1 2023
Shares 130,491 Value ($000) $4,399 Avg Close — Range —
Q4 2022
Shares 132,290 Value ($000) $4,163 Avg Close — Range —
Q3 2022
Shares 74,436 Value ($000) $2,066 Avg Close — Range —
Q2 2022
Shares 44,415 Value ($000) $1,387 Avg Close — Range —
Q1 2022
Shares 42,501 Value ($000) $1,614 Avg Close — Range —