SCHWAB STRATEGIC TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 288 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 288 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 690 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 688 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 576 Value ($000) $15 Avg Close — Range —