SCHWAB STRATEGIC TR

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

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 9,903 Value ($000) $298 Avg Close — Range —
Q3 2025
Shares 11,664 Value ($000) $327 Avg Close — Range —
Q2 2025
Shares 11,664 Value ($000) $327 Avg Close — Range —
Q1 2025
Shares 10,587 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 10,513 Value ($000) $291 Avg Close — Range —