SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 9,699 Value ($000) $254 Avg Close — Range —
Q3 2025
Shares 9,669 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 9,641 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 9,613 Value ($000) $207 Avg Close — Range —
Q4 2024
Shares 9,583 Value ($000) $218 Avg Close — Range —
Q3 2024
Shares 3,183 Value ($000) $212 Avg Close — Range —
Q4 2021
Shares 1,788 Value ($000) $202 Avg Close — Range —
Q3 2021
Shares 1,781 Value ($000) $185 Avg Close — Range —
Q2 2021
Shares 1,776 Value ($000) $185 Avg Close — Range —
Q1 2021
Shares 1,770 Value ($000) $171 Avg Close — Range —
Q4 2020
Shares 1,765 Value ($000) $161 Avg Close — Range —