SCHWAB STRATEGIC TR

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

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 101,806 Value ($000) $3,014 Avg Close — Range —
Q3 2025
Shares 102,028 Value ($000) $2,970 Avg Close — Range —
Q2 2025
Shares 103,492 Value ($000) $2,864 Avg Close — Range —
Q1 2025
Shares 123,450 Value ($000) $3,218 Avg Close — Range —
Q4 2024
Shares 44,711 Value ($000) $3,593 Avg Close — Range —
Q3 2024
Shares 44,711 Value ($000) $3,593 Avg Close — Range —
Q2 2024
Shares 48,844 Value ($000) $3,618 Avg Close — Range —