SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 731,374 Value ($000) $19,684 Avg Close — Range —
Q4 2024
Shares 573,497 Value ($000) $13,294 Avg Close — Range —