SCHWAB STRATEGIC TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 781 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 778 Value ($000) $23 Avg Close — Range —