SCHWAB STRATEGIC TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 2,107 Value ($000) $62 Avg Close — Range —
Q3 2025
Shares 2,095 Value ($000) $61 Avg Close — Range —