SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Elser Financial Planning, Inc's Holding History (CIK: 0002028202)

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

Q4 2025
Shares 32,234 Value ($000) $1,051 Avg Close — Range —
Q3 2025
Shares 32,187 Value ($000) $1,036 Avg Close — Range —
Q2 2025
Shares 32,112 Value ($000) $938 Avg Close — Range —
Q1 2025
Shares 21,184 Value ($000) $530 Avg Close — Range —
Q4 2024
Shares 21,184 Value ($000) $590 Avg Close — Range —
Q3 2024
Shares 5,296 Value ($000) $552 Avg Close — Range —