SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 48,984 Value ($000) $1,285 Avg Close — Range —
Q4 2024
Shares 52,261 Value ($000) $1,186 Avg Close — Range —