SCHWAB STRATEGIC TR

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

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 7,061 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 7,061 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 2,733 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 2,733 Value ($000) $202 Avg Close — Range —
Q1 2024
Shares 2,877 Value ($000) $219 Avg Close — Range —
Q4 2023
Shares 3,665 Value ($000) $257 Avg Close — Range —
Q3 2023
Shares 4,058 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 4,467 Value ($000) $300 Avg Close — Range —
Q1 2023
Shares 7,367 Value ($000) $483 Avg Close — Range —
Q4 2022
Shares 7,528 Value ($000) $497 Avg Close — Range —