SCHWAB STRATEGIC TR

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

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q2 2023
Shares 94,020 Value ($000) $6,308 Avg Close — Range —
Q1 2023
Shares 96,268 Value ($000) $6,313 Avg Close — Range —
Q4 2022
Shares 82,653 Value ($000) $4,836 Avg Close — Range —
Q3 2022
Shares 82,653 Value ($000) $4,836 Avg Close — Range —
Q2 2022
Shares 79,109 Value ($000) $4,923 Avg Close — Range —
Q1 2022
Shares 77,963 Value ($000) $5,541 Avg Close — Range —
Q4 2021
Shares 72,020 Value ($000) $5,279 Avg Close — Range —