SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 8,275 Value ($000) $245 Avg Close — Range —
Q3 2025
Shares 8,275 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 8,275 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 8,275 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 8,275 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 2,759 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 2,759 Value ($000) $204 Avg Close — Range —
Q1 2024
Shares 2,759 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 2,759 Value ($000) $202 Avg Close — Range —