SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 1,518,271 Value ($000) $39,824 Avg Close — Range —
Q3 2025
Shares 1,394,411 Value ($000) $35,850 Avg Close — Range —
Q2 2025
Shares 1,338,719 Value ($000) $31,902 Avg Close — Range —
Q1 2025
Shares 1,283,864 Value ($000) $27,642 Avg Close — Range —
Q4 2024
Shares 1,237,328 Value ($000) $28,087 Avg Close — Range —
Q3 2024
Shares 396,435 Value ($000) $26,371 Avg Close — Range —
Q2 2024
Shares 350,971 Value ($000) $22,066 Avg Close — Range —
Q1 2024
Shares 320,708 Value ($000) $19,579 Avg Close — Range —
Q4 2023
Shares 297,097 Value ($000) $16,539 Avg Close — Range —
Q3 2023
Shares 158,982 Value ($000) $7,925 Avg Close — Range —
Q2 2023
Shares 106,894 Value ($000) $5,526 Avg Close — Range —
Q1 2023
Shares 108,438 Value ($000) $5,189 Avg Close — Range —
Q4 2022
Shares 117,439 Value ($000) $5,262 Avg Close — Range —