SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Elser Financial Planning, Inc's Holding History (CIK: 0002028202)

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

Q4 2025
Shares 105,347 Value ($000) $2,763 Avg Close — Range —
Q3 2025
Shares 105,347 Value ($000) $2,721 Avg Close — Range —
Q2 2025
Shares 108,325 Value ($000) $2,581 Avg Close — Range —
Q1 2025
Shares 104,627 Value ($000) $2,253 Avg Close — Range —
Q4 2024
Shares 104,897 Value ($000) $2,381 Avg Close — Range —
Q3 2024
Shares 37,337 Value ($000) $2,484 Avg Close — Range —
Q2 2024
Shares 39,227 Value ($000) $2,466 Avg Close — Range —