SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 3,080 Value ($000) $84 Avg Close — Range —
Q3 2025
Shares 2,931 Value ($000) $97 Avg Close — Range —
Q2 2025
Shares 798 Value ($000) $20 Avg Close — Range —
Q1 2025
Shares 1,069 Value ($000) $23 Avg Close — Range —
Q4 2024
Shares 793 Value ($000) $19 Avg Close — Range —
Q3 2024
Shares 791 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 263 Value ($000) $16 Avg Close — Range —
Q1 2024
Shares 262 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 262 Value ($000) $15 Avg Close — Range —
Q3 2023
Shares 262 Value ($000) $13 Avg Close — Range —
Q2 2023
Shares 262 Value ($000) $14 Avg Close — Range —