News + Filings Holdings
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SHAKESPEARE WEALTH MANAGEMENT, INC.
> FNDX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | FNDX | 71,442 | -1,744 | 4,112,916,000 | 93,541,000 | $57,570.00 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | FNDX | 73,186 | -6,076 | 4,019,375,000 | 4,015,589,000 | $54,920.00 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | FNDX | 79,262 | 32 | 3,786,000 | -278,000 | $47.77 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | FNDX | 79,230 | -7,096 | 4,064,000 | -1,005,000 | $51.29 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | FNDX | 86,326 | 1,098 | 5,069,000 | 74,000 | $58.72 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 85,228 | 6,395 | 4,995,000 | 684,000 | $58.61 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | FNDX | 78,833 | -8,569 | 4,311,000 | -205,000 | $54.69 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 87,402 | -3,418 | 4,516,000 | 403,000 | $51.67 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 90,820 | -1,292 | 4,113,000 | 546,000 | $45.29 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 92,112 | -595 | 3,567,000 | 152,000 | $38.72 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 92,707 | 27,258 | 3,415,000 | 1,364,000 | $36.84 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 65,449 | -2,541 | 2,051,000 | -851,000 | $31.34 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | FNDX | 67,990 | -291 | 2,902,000 | 201,000 | $42.68 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | FNDX | 68,281 | -130 | 2,701,000 | 25,000 | $39.56 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | FNDX | 68,411 | -954 | 2,676,000 | 44,000 | $39.12 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | FNDX | 69,365 | 6,888 | 2,632,000 | 509,000 | $37.94 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | FNDX | 62,477 | 62,477 | 2,123,000 | 2,123,000 | $33.98 |
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