SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 20,180 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 20,828 Value ($000) $617 Avg Close — Range —
Q2 2025
Shares 21,228 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 20,758 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 22,265 Value ($000) $617 Avg Close — Range —
Q3 2024
Shares 7,842 Value ($000) $652 Avg Close — Range —
Q2 2024
Shares 7,771 Value ($000) $605 Avg Close — Range —
Q1 2024
Shares 7,503 Value ($000) $611 Avg Close — Range —
Q4 2023
Shares 7,722 Value ($000) $582 Avg Close — Range —