SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 30,736 Value ($000) $1,003 Avg Close — Range —
Q3 2025
Shares 27,727 Value ($000) $885 Avg Close — Range —
Q2 2025
Shares 25,062 Value ($000) $732 Avg Close — Range —
Q1 2025
Shares 24,087 Value ($000) $603 Avg Close — Range —
Q4 2024
Shares 17,200 Value ($000) $479 Avg Close — Range —