SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 22,664 Value ($000) $610 Avg Close — Range —
Q3 2025
Shares 27,915 Value ($000) $735 Avg Close — Range —
Q2 2025
Shares 55,025 Value ($000) $1,345 Avg Close — Range —
Q1 2025
Shares 74,218 Value ($000) $1,639 Avg Close — Range —
Q4 2024
Shares 77,614 Value ($000) $1,799 Avg Close — Range —
Q3 2024
Shares 39,400 Value ($000) $2,673 Avg Close — Range —
Q2 2024
Shares 43,911 Value ($000) $2,821 Avg Close — Range —
Q1 2024
Shares 20,277 Value ($000) $1,258 Avg Close — Range —
Q4 2023
Shares 16,873 Value ($000) $952 Avg Close — Range —
Q3 2023
Shares 15,739 Value ($000) $796 Avg Close — Range —
Q2 2023
Shares 15,856 Value ($000) $830 Avg Close — Range —
Q1 2023
Shares 17,055 Value ($000) $825 Avg Close — Range —
Q4 2022
Shares 17,305 Value ($000) $781 Avg Close — Range —
Q3 2022
Shares 17,305 Value ($000) $733 Avg Close — Range —
Q2 2022
Shares 6,422 Value ($000) $287 Avg Close — Range —
Q1 2022
Shares 6,824 Value ($000) $367 Avg Close — Range —
Q4 2021
Shares 2,877 Value ($000) $327 Avg Close — Range —