SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 32,112 Value ($000) $1,047 Avg Close — Range —
Q3 2025
Shares 32,388 Value ($000) $1,034 Avg Close — Range —
Q2 2025
Shares 32,540 Value ($000) $950 Avg Close — Range —
Q1 2025
Shares 35,199 Value ($000) $881 Avg Close — Range —
Q4 2024
Shares 35,189 Value ($000) $981 Avg Close — Range —
Q3 2024
Shares 8,755 Value ($000) $912 Avg Close — Range —
Q2 2024
Shares 8,751 Value ($000) $882 Avg Close — Range —