SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 30,641 Value ($000) $825 Avg Close — Range —
Q3 2025
Shares 30,583 Value ($000) $806 Avg Close — Range —
Q2 2025
Shares 30,529 Value ($000) $746 Avg Close — Range —
Q1 2025
Shares 11,190 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 10,728 Value ($000) $249 Avg Close — Range —