SCHWAB STRATEGIC TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 74,880 Value ($000) $2,251 Avg Close — Range —
Q3 2025
Shares 78,294 Value ($000) $2,320 Avg Close — Range —
Q2 2025
Shares 79,624 Value ($000) $2,233 Avg Close — Range —
Q1 2025
Shares 79,829 Value ($000) $2,092 Avg Close — Range —
Q4 2024
Shares 79,683 Value ($000) $2,211 Avg Close — Range —
Q3 2024
Shares 26,627 Value ($000) $2,212 Avg Close — Range —
Q2 2024
Shares 26,458 Value ($000) $2,059 Avg Close — Range —
Q1 2024
Shares 27,487 Value ($000) $2,238 Avg Close — Range —
Q4 2023
Shares 27,742 Value ($000) $2,090 Avg Close — Range —
Q3 2023
Shares 25,035 Value ($000) $1,694 Avg Close — Range —
Q2 2023
Shares 24,728 Value ($000) $1,756 Avg Close — Range —
Q1 2023
Shares 22,699 Value ($000) $1,540 Avg Close — Range —
Q4 2022
Shares 21,876 Value ($000) $1,435 Avg Close — Range —
Q3 2022
Shares 22,264 Value ($000) $1,348 Avg Close — Range —
Q2 2022
Shares 23,549 Value ($000) $1,477 Avg Close — Range —
Q1 2022
Shares 24,245 Value ($000) $1,839 Avg Close — Range —
Q4 2021
Shares 28,732 Value ($000) $2,311 Avg Close — Range —
Q3 2021
Shares 30,858 Value ($000) $2,366 Avg Close — Range —
Q2 2021
Shares 30,382 Value ($000) $2,378 Avg Close — Range —
Q1 2021
Shares 31,845 Value ($000) $2,370 Avg Close — Range —
Q4 2020
Shares 26,605 Value ($000) $1,814 Avg Close — Range —
Q3 2020
Shares 26,555 Value ($000) $1,473 Avg Close — Range —
Q2 2020
Shares 25,914 Value ($000) $1,364 Avg Close — Range —
Q1 2020
Shares 29,581 Value ($000) $1,247 Avg Close — Range —
Q4 2019
Shares 31,601 Value ($000) $1,901 Avg Close — Range —