SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 29,605 Value ($000) $797 Avg Close Range
Q3 2025
Shares 30,334 Value ($000) $799 Avg Close Range
Q2 2025
Shares 30,440 Value ($000) $744 Avg Close Range
Q1 2025
Shares 29,474 Value ($000) $651 Avg Close Range
Q4 2024
Shares 30,111 Value ($000) $698 Avg Close Range
Q3 2024
Shares 29,753 Value ($000) $2,019 Avg Close Range
Q2 2024
Shares 31,036 Value ($000) $1,994 Avg Close Range
Q1 2024
Shares 31,456 Value ($000) $1,952 Avg Close Range
Q4 2023
Shares 32,213 Value ($000) $1,817 Avg Close Range
Q3 2023
Shares 32,549 Value ($000) $1,647 Avg Close Range
Q2 2023
Shares 32,046 Value ($000) $1,678 Avg Close Range
Q1 2023
Shares 32,173 Value ($000) $1,556 Avg Close Range
Q4 2022
Shares 32,162 Value ($000) $1,573 Avg Close Range
Q1 2022
Shares 22,999 Value ($000) $1,127 Avg Close Range
Q4 2021
Shares 10,942 Value ($000) $1,174 Avg Close Range
Q3 2021
Shares 11,412 Value ($000) $1,285 Avg Close Range
Q2 2021
Shares 11,933 Value ($000) $1,284 Avg Close Range
Q1 2021
Shares 11,706 Value ($000) $1,179 Avg Close Range
Q4 2020
Shares 12,181 Value ($000) $1,149 Avg Close Range
Q3 2020
Shares 12,328 Value ($000) $1,049 Avg Close Range
Q2 2020
Shares 12,985 Value ($000) $1,052 Avg Close Range
Q1 2020
Shares 14,631 Value ($000) $995 Avg Close Range
Q4 2019
Shares 15,498 Value ($000) $1,251 Avg Close Range
Q3 2019
Shares 16,808 Value ($000) $1,242 Avg Close Range
Q2 2019
Shares 17,137 Value ($000) $1,198 Avg Close Range
Q1 2019
Shares 8,145 Value ($000) $555 Avg Close Range
Q4 2018
Shares 7,413 Value ($000) $492 Avg Close Range
Q3 2018
Shares 8,031 Value ($000) $507 Avg Close Range
Q2 2018
Shares 4,559 Value ($000) $296 Avg Close Range
Q2 2015
Shares 833 Value ($000) $41 Avg Close Range