SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 22,926 Value ($000) $748 Avg Close Range
Q3 2025
Shares 283,590 Value ($000) $9,049 Avg Close Range
Q2 2025
Shares 299,859 Value ($000) $8,759 Avg Close Range
Q1 2025
Shares 298,478 Value ($000) $7,474 Avg Close Range
Q4 2024
Shares 313,285 Value ($000) $8,731 Avg Close Range
Q3 2024
Shares 78,288 Value ($000) $8,156 Avg Close Range
Q2 2024
Shares 80,082 Value ($000) $8,373 Avg Close Range
Q1 2024
Shares 87,081 Value ($000) $8,074 Avg Close Range
Q4 2023
Shares 98,096 Value ($000) $8,138 Avg Close Range
Q3 2023
Shares 106,379 Value ($000) $7,736 Avg Close Range
Q2 2023
Shares 113,763 Value ($000) $8,527 Avg Close Range
Q1 2023
Shares 133,246 Value ($000) $8,684 Avg Close Range
Q4 2022
Shares 132,206 Value ($000) $7,345 Avg Close Range
Q3 2022
Shares 133,903 Value ($000) $7,473 Avg Close Range
Q2 2022
Shares 131,488 Value ($000) $7,625 Avg Close Range
Q1 2022
Shares 109,309 Value ($000) $8,178 Avg Close Range
Q4 2021
Shares 72,769 Value ($000) $5,780 Avg Close Range
Q3 2021
Shares 49,637 Value ($000) $7,351 Avg Close Range
Q2 2021
Shares 53,150 Value ($000) $7,758 Avg Close Range
Q1 2021
Shares 53,590 Value ($000) $6,955 Avg Close Range
Q4 2020
Shares 52,260 Value ($000) $6,711 Avg Close Range
Q3 2020
Shares 53,955 Value ($000) $6,214 Avg Close Range
Q2 2020
Shares 75,245 Value ($000) $7,640 Avg Close Range
Q1 2020
Shares 77,696 Value ($000) $6,188 Avg Close Range
Q4 2019
Shares 81,922 Value ($000) $7,611 Avg Close Range
Q3 2019
Shares 81,146 Value ($000) $6,817 Avg Close Range
Q2 2019
Shares 75,682 Value ($000) $6,297 Avg Close Range
Q1 2019
Shares 72,769 Value ($000) $5,780 Avg Close Range
Q4 2018
Shares 64,157 Value ($000) $4,422 Avg Close Range