SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 169 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 168 Value ($000) $4 Avg Close — Range —