SCHWAB STRATEGIC TR

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

PLANWISER FINANCIAL, LLC's Holding History (CIK: 0002043741)

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

Q4 2025
Shares 94,295 Value ($000) $3,045 Avg Close — Range —
Q3 2025
Shares 84,941 Value ($000) $2,503 Avg Close — Range —
Q2 2025
Shares 84,584 Value ($000) $2,455 Avg Close — Range —
Q1 2025
Shares 87,222 Value ($000) $2,276 Avg Close — Range —