SCHWAB STRATEGIC TR

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

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q3 2025
Shares 7,971 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 7,971 Value ($000) $224 Avg Close — Range —
Q1 2025
Shares 7,971 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 7,971 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 2,657 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 2,657 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 2,657 Value ($000) $216 Avg Close — Range —
Q4 2023
Shares 2,657 Value ($000) $200 Avg Close — Range —
Q4 2021
Shares 2,657 Value ($000) $214 Avg Close — Range —
Q3 2021
Shares 2,657 Value ($000) $215 Avg Close — Range —
Q2 2021
Shares 2,657 Value ($000) $206 Avg Close — Range —
Q1 2021
Shares 2,637 Value ($000) $204 Avg Close — Range —
Q1 2020
Shares 5,432 Value ($000) $254 Avg Close — Range —
Q4 2019
Shares 6,157 Value ($000) $370 Avg Close — Range —
Q3 2019
Shares 6,157 Value ($000) $346 Avg Close — Range —
Q2 2019
Shares 6,157 Value ($000) $352 Avg Close — Range —
Q1 2019
Shares 6,257 Value ($000) $347 Avg Close — Range —
Q4 2018
Shares 6,257 Value ($000) $300 Avg Close — Range —