SCHWAB STRATEGIC TR

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 17,612 Value ($000) $522 Avg Close — Range —
Q3 2025
Shares 13,874 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 13,019 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 12,995 Value ($000) $345 Avg Close — Range —
Q4 2024
Shares 10,180 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 3,407 Value ($000) $274 Avg Close — Range —
Q2 2024
Shares 3,403 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 3,428 Value ($000) $260 Avg Close — Range —
Q4 2023
Shares 3,427 Value ($000) $240 Avg Close — Range —
Q3 2023
Shares 3,440 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 3,417 Value ($000) $229 Avg Close — Range —
Q1 2023
Shares 3,416 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 3,370 Value ($000) $222 Avg Close — Range —