SCHWAB STRATEGIC TR

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

White & Co Financial Planning Inc's Holding History (CIK: 0002039300)

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

Q4 2025
Shares 432,356 Value ($000) $13,001 Avg Close — Range —
Q3 2025
Shares 432,570 Value ($000) $12,821 Avg Close — Range —
Q2 2025
Shares 433,386 Value ($000) $12,113 Avg Close — Range —
Q1 2025
Shares 422,899 Value ($000) $11,067 Avg Close — Range —
Q4 2024
Shares 427,943 Value ($000) $11,858 Avg Close — Range —