SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 26,908 Value ($000) $878 Avg Close Range
Q3 2025
Shares 25,787 Value ($000) $823 Avg Close Range
Q2 2025
Shares 24,437 Value ($000) $714 Avg Close Range
Q1 2025
Shares 24,654 Value ($000) $617 Avg Close Range
Q4 2024
Shares 23,230 Value ($000) $647 Avg Close Range
Q3 2024
Shares 6,306 Value ($000) $657 Avg Close Range
Q2 2024
Shares 5,818 Value ($000) $587 Avg Close Range
Q1 2024
Shares 5,473 Value ($000) $507 Avg Close Range
Q4 2023
Shares 7,611 Value ($000) $631 Avg Close Range
Q3 2023
Shares 7,544 Value ($000) $549 Avg Close Range
Q2 2023
Shares 7,414 Value ($000) $556 Avg Close Range
Q1 2023
Shares 7,915 Value ($000) $516 Avg Close Range
Q4 2022
Shares 7,357 Value ($000) $465 Avg Close Range
Q1 2022
Shares 4,414 Value ($000) $286 Avg Close Range
Q4 2021
Shares 2,595 Value ($000) $387 Avg Close Range
Q3 2021
Shares 2,340 Value ($000) $382 Avg Close Range
Q2 2021
Shares 1,588 Value ($000) $240 Avg Close Range
Q1 2021
Shares 1,588 Value ($000) $217 Avg Close Range
Q4 2020
Shares 1,586 Value ($000) $213 Avg Close Range
Q3 2020
Shares 1,850 Value ($000) $222 Avg Close Range
Q2 2020
Shares 1,849 Value ($000) $209 Avg Close Range
Q1 2020
Shares 2,733 Value ($000) $251 Avg Close Range
Q1 2019
Shares 2,508 Value ($000) $202 Avg Close Range
Q4 2017
Shares 2,840 Value ($000) $201 Avg Close Range