SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 25,030 Value ($000) $674 Avg Close Range
Q3 2025
Shares 25,336 Value ($000) $667 Avg Close Range
Q2 2025
Shares 23,430 Value ($000) $573 Avg Close Range
Q1 2025
Shares 16,562 Value ($000) $366 Avg Close Range
Q4 2024
Shares 13,993 Value ($000) $324 Avg Close Range