SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 244,761 Value ($000) $6,587 Avg Close — Range —
Q3 2025
Shares 246,825 Value ($000) $6,501 Avg Close — Range —
Q2 2025
Shares 250,064 Value ($000) $6,112 Avg Close — Range —
Q1 2025
Shares 58,365 Value ($000) $1,289 Avg Close — Range —
Q4 2024
Shares 58,968 Value ($000) $1,367 Avg Close — Range —
Q4 2022
Shares 32,162 Value ($000) $1,571 Avg Close — Range —
Q3 2022
Shares 30,674 Value ($000) $1,417 Avg Close — Range —
Q1 2022
Shares 22,999 Value ($000) $1,127 Avg Close — Range —