SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 25,051 Value ($000) $660 Avg Close — Range —
Q2 2025
Shares 25,051 Value ($000) $612 Avg Close — Range —
Q1 2025
Shares 25,051 Value ($000) $553 Avg Close — Range —
Q4 2024
Shares 25,050 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 8,350 Value ($000) $567 Avg Close — Range —
Q2 2024
Shares 8,350 Value ($000) $536 Avg Close — Range —
Q1 2024
Shares 8,350 Value ($000) $518 Avg Close — Range —
Q4 2023
Shares 8,540 Value ($000) $482 Avg Close — Range —
Q3 2023
Shares 8,540 Value ($000) $432 Avg Close — Range —
Q2 2023
Shares 8,540 Value ($000) $447 Avg Close — Range —
Q1 2023
Shares 8,540 Value ($000) $413 Avg Close — Range —
Q4 2022
Shares 8,262 Value ($000) $373 Avg Close — Range —