SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 50,919 Value ($000) $1,370 Avg Close — Range —
Q3 2025
Shares 39,521 Value ($000) $1,041 Avg Close — Range —
Q2 2025
Shares 41,843 Value ($000) $1,023 Avg Close — Range —
Q1 2025
Shares 34,244 Value ($000) $756 Avg Close — Range —
Q4 2024
Shares 31,518 Value ($000) $731 Avg Close — Range —
Q3 2024
Shares 5,325 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 5,347 Value ($000) $344 Avg Close — Range —
Q1 2024
Shares 4,015 Value ($000) $249 Avg Close — Range —