SCHWAB STRATEGIC TR

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

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 134,753 Value ($000) $3,990 Avg Close — Range —
Q3 2025
Shares 132,528 Value ($000) $3,858 Avg Close — Range —
Q2 2025
Shares 127,005 Value ($000) $3,514 Avg Close — Range —
Q1 2025
Shares 127,511 Value ($000) $3,389 Avg Close — Range —
Q4 2024
Shares 128,873 Value ($000) $3,360 Avg Close — Range —
Q3 2024
Shares 44,610 Value ($000) $3,585 Avg Close — Range —
Q2 2024
Shares 44,165 Value ($000) $3,272 Avg Close — Range —
Q1 2024
Shares 42,652 Value ($000) $3,241 Avg Close — Range —
Q4 2023
Shares 44,138 Value ($000) $3,094 Avg Close — Range —
Q3 2023
Shares 43,022 Value ($000) $2,773 Avg Close — Range —
Q2 2023
Shares 42,418 Value ($000) $2,846 Avg Close — Range —