SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 12,381 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 12,381 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 12,381 Value ($000) $303 Avg Close — Range —
Q1 2025
Shares 12,381 Value ($000) $273 Avg Close — Range —
Q4 2024
Shares 12,381 Value ($000) $287 Avg Close — Range —
Q3 2024
Shares 4,127 Value ($000) $280 Avg Close — Range —
Q2 2024
Shares 4,127 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 4,127 Value ($000) $256 Avg Close — Range —