SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Elser Financial Planning, Inc's Holding History (CIK: 0002028202)

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

Q4 2025
Shares 135,471 Value ($000) $3,646 Avg Close — Range —
Q3 2025
Shares 135,842 Value ($000) $3,600 Avg Close — Range —
Q2 2025
Shares 137,492 Value ($000) $3,360 Avg Close — Range —
Q1 2025
Shares 131,560 Value ($000) $2,905 Avg Close — Range —
Q4 2024
Shares 135,411 Value ($000) $3,139 Avg Close — Range —
Q3 2024
Shares 46,353 Value ($000) $3,145 Avg Close — Range —
Q2 2024
Shares 41,199 Value ($000) $2,647 Avg Close — Range —