SCHWAB STRATEGIC TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 9,106 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 10,143 Value ($000) $285 Avg Close — Range —
Q1 2025
Shares 10,980 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 11,148 Value ($000) $309 Avg Close — Range —
Q3 2024
Shares 3,821 Value ($000) $317 Avg Close — Range —
Q2 2024
Shares 3,817 Value ($000) $314 Avg Close — Range —
Q1 2024
Shares 3,914 Value ($000) $319 Avg Close — Range —
Q4 2023
Shares 3,964 Value ($000) $299 Avg Close — Range —
Q3 2023
Shares 4,238 Value ($000) $287 Avg Close — Range —
Q2 2023
Shares 4,306 Value ($000) $306 Avg Close — Range —
Q1 2023
Shares 4,300 Value ($000) $292 Avg Close — Range —
Q4 2022
Shares 4,296 Value ($000) $282 Avg Close — Range —
Q3 2022
Shares 4,138 Value ($000) $250 Avg Close — Range —
Q2 2022
Shares 13,733 Value ($000) $861 Avg Close — Range —
Q1 2022
Shares 19,676 Value ($000) $1,493 Avg Close — Range —