SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 124,578 Value ($000) $3,268 Avg Close — Range —
Q3 2025
Shares 119,538 Value ($000) $3,073 Avg Close — Range —
Q2 2025
Shares 117,996 Value ($000) $2,812 Avg Close — Range —
Q1 2025
Shares 118,858 Value ($000) $2,559 Avg Close — Range —
Q4 2024
Shares 111,897 Value ($000) $2,540 Avg Close — Range —
Q3 2024
Shares 36,308 Value ($000) $2,415 Avg Close — Range —
Q2 2024
Shares 32,410 Value ($000) $2,038 Avg Close — Range —
Q1 2024
Shares 31,339 Value ($000) $1,913 Avg Close — Range —
Q4 2023
Shares 30,352 Value ($000) $1,690 Avg Close — Range —
Q3 2023
Shares 27,105 Value ($000) $1,351 Avg Close — Range —
Q2 2023
Shares 26,336 Value ($000) $1,362 Avg Close — Range —
Q1 2023
Shares 26,010 Value ($000) $1,245 Avg Close — Range —
Q4 2022
Shares 25,075 Value ($000) $1,124 Avg Close — Range —
Q3 2022
Shares 23,045 Value ($000) $968 Avg Close — Range —
Q2 2022
Shares 22,775 Value ($000) $1,006 Avg Close — Range —
Q1 2022
Shares 22,269 Value ($000) $1,189 Avg Close — Range —
Q4 2021
Shares 10,244 Value ($000) $1,158 Avg Close — Range —
Q2 2021
Shares 8,874 Value ($000) $925 Avg Close — Range —
Q1 2021
Shares 8,101 Value ($000) $783 Avg Close — Range —
Q4 2020
Shares 8,871 Value ($000) $807 Avg Close — Range —
Q3 2020
Shares 8,807 Value ($000) $701 Avg Close — Range —