SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 76,154 Value ($000) $2,484 Avg Close — Range —
Q3 2025
Shares 74,573 Value ($000) $2,380 Avg Close — Range —
Q2 2025
Shares 58,808 Value ($000) $1,718 Avg Close — Range —
Q1 2025
Shares 58,753 Value ($000) $1,471 Avg Close — Range —
Q4 2024
Shares 142,862 Value ($000) $3,982 Avg Close — Range —