SCHWAB STRATEGIC TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 19,533 Value ($000) $578 Avg Close — Range —
Q3 2025
Shares 19,533 Value ($000) $569 Avg Close — Range —
Q2 2025
Shares 19,533 Value ($000) $540 Avg Close — Range —
Q1 2025
Shares 19,533 Value ($000) $519 Avg Close — Range —
Q4 2024
Shares 19,533 Value ($000) $509 Avg Close — Range —
Q3 2024
Shares 6,511 Value ($000) $523 Avg Close — Range —
Q2 2024
Shares 6,511 Value ($000) $482 Avg Close — Range —
Q1 2024
Shares 6,511 Value ($000) $495 Avg Close — Range —
Q4 2023
Shares 6,511 Value ($000) $456 Avg Close — Range —
Q3 2023
Shares 6,511 Value ($000) $420 Avg Close — Range —
Q2 2023
Shares 6,511 Value ($000) $437 Avg Close — Range —
Q1 2023
Shares 5,636 Value ($000) $370 Avg Close — Range —
Q4 2022
Shares 5,636 Value ($000) $372 Avg Close — Range —
Q3 2022
Shares 5,636 Value ($000) $330 Avg Close — Range —
Q2 2022
Shares 5,636 Value ($000) $352 Avg Close — Range —
Q1 2022
Shares 5,636 Value ($000) $402 Avg Close — Range —
Q1 2020
Shares 28 Value ($000) $1 Avg Close — Range —