SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q4 2025
Shares 25,059 Value ($000) $674 Avg Close — Range —
Q3 2025
Shares 21,570 Value ($000) $568 Avg Close — Range —
Q2 2025
Shares 25,881 Value ($000) $633 Avg Close — Range —
Q1 2025
Shares 26,166 Value ($000) $578 Avg Close — Range —
Q4 2024
Shares 25,635 Value ($000) $594 Avg Close — Range —
Q3 2024
Shares 8,545 Value ($000) $580 Avg Close — Range —