SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 939,186 Value ($000) $24,635 Avg Close — Range —
Q3 2025
Shares 1,043,292 Value ($000) $26,823 Avg Close — Range —
Q2 2025
Shares 982,798 Value ($000) $23,420 Avg Close — Range —
Q1 2025
Shares 950,892 Value ($000) $20,473 Avg Close — Range —
Q4 2024
Shares 948,246 Value ($000) $21,525 Avg Close — Range —
Q3 2024
Shares 322,970 Value ($000) $21,484 Avg Close — Range —
Q2 2024
Shares 342,164 Value ($000) $21,512 Avg Close — Range —
Q1 2024
Shares 326,239 Value ($000) $19,917 Avg Close — Range —
Q4 2023
Shares 339,229 Value ($000) $18,885 Avg Close — Range —
Q3 2023
Shares 314,865 Value ($000) $15,696 Avg Close — Range —
Q2 2023
Shares 318,892 Value ($000) $16,487 Avg Close — Range —
Q1 2023
Shares 325,573 Value ($000) $15,579 Avg Close — Range —
Q4 2022
Shares 319,226 Value ($000) $14,305 Avg Close — Range —
Q3 2022
Shares 309,614 Value ($000) $13,001 Avg Close — Range —
Q2 2022
Shares 309,355 Value ($000) $13,670 Avg Close — Range —
Q1 2022
Shares 323,032 Value ($000) $17,247 Avg Close — Range —
Q4 2021
Shares 181,242 Value ($000) $20,482 Avg Close — Range —
Q3 2021
Shares 195,854 Value ($000) $20,341 Avg Close — Range —
Q2 2021
Shares 199,838 Value ($000) $20,837 Avg Close — Range —
Q1 2021
Shares 203,725 Value ($000) $19,702 Avg Close — Range —
Q4 2020
Shares 179,284 Value ($000) $16,313 Avg Close — Range —
Q3 2020
Shares 177,771 Value ($000) $14,158 Avg Close — Range —
Q2 2020
Shares 180,097 Value ($000) $13,232 Avg Close — Range —
Q1 2020
Shares 193,277 Value ($000) $11,680 Avg Close — Range —
Q4 2019
Shares 225,948 Value ($000) $17,371 Avg Close — Range —