SCHWAB STRATEGIC TR

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

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 31,537 Value ($000) $948 Avg Close — Range —
Q3 2025
Shares 33,768 Value ($000) $1,001 Avg Close — Range —
Q2 2025
Shares 32,424 Value ($000) $909 Avg Close — Range —
Q1 2025
Shares 30,782 Value ($000) $806 Avg Close — Range —
Q4 2024
Shares 30,888 Value ($000) $856 Avg Close — Range —
Q3 2024
Shares 30,693 Value ($000) $855 Avg Close — Range —
Q2 2024
Shares 10,984 Value ($000) $855 Avg Close — Range —
Q1 2024
Shares 10,994 Value ($000) $853 Avg Close — Range —