SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 112,708 Value ($000) $3,677 Avg Close — Range —
Q3 2025
Shares 112,424 Value ($000) $3,587 Avg Close — Range —
Q2 2025
Shares 113,664 Value ($000) $3,320 Avg Close — Range —
Q1 2025
Shares 114,762 Value ($000) $2,874 Avg Close — Range —
Q4 2024
Shares 116,678 Value ($000) $3,252 Avg Close — Range —
Q3 2024
Shares 30,705 Value ($000) $3,199 Avg Close — Range —
Q2 2024
Shares 30,893 Value ($000) $3,115 Avg Close — Range —
Q1 2024
Shares 29,933 Value ($000) $2,775 Avg Close — Range —
Q4 2023
Shares 33,835 Value ($000) $2,807 Avg Close — Range —
Q3 2023
Shares 33,487 Value ($000) $2,435 Avg Close — Range —
Q2 2023
Shares 38,947 Value ($000) $2,919 Avg Close — Range —