SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 26,844 Value ($000) $765 Avg Close — Range —
Q3 2025
Shares 27,425 Value ($000) $765 Avg Close — Range —
Q2 2025
Shares 29,009 Value ($000) $734 Avg Close — Range —
Q1 2025
Shares 28,984 Value ($000) $679 Avg Close — Range —
Q4 2024
Shares 27,215 Value ($000) $704 Avg Close — Range —
Q3 2024
Shares 14,536 Value ($000) $749 Avg Close — Range —
Q2 2024
Shares 14,835 Value ($000) $704 Avg Close — Range —
Q1 2024
Shares 14,473 Value ($000) $713 Avg Close — Range —
Q4 2023
Shares 14,086 Value ($000) $665 Avg Close — Range —