SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 11,886 Value ($000) $388 Avg Close — Range —
Q3 2025
Shares 9,285 Value ($000) $296 Avg Close — Range —
Q2 2025
Shares 9,359 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 9,458 Value ($000) $237 Avg Close — Range —
Q4 2024
Shares 9,457 Value ($000) $264 Avg Close — Range —
Q3 2024
Shares 2,364 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 2,363 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 2,363 Value ($000) $219 Avg Close — Range —