SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 30,426 Value ($000) $819 Avg Close — Range —
Q3 2025
Shares 33,645 Value ($000) $886 Avg Close — Range —
Q2 2025
Shares 33,618 Value ($000) $822 Avg Close — Range —
Q1 2025
Shares 33,645 Value ($000) $743 Avg Close — Range —
Q4 2024
Shares 33,065 Value ($000) $766 Avg Close — Range —
Q3 2024
Shares 32,410 Value ($000) $746 Avg Close — Range —
Q2 2024
Shares 11,112 Value ($000) $714 Avg Close — Range —
Q1 2024
Shares 11,753 Value ($000) $712 Avg Close — Range —