SCHWAB STRATEGIC TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 704,165 Value ($000) $20,055 Avg Close — Range —
Q3 2025
Shares 741,711 Value ($000) $20,694 Avg Close — Range —
Q2 2025
Shares 762,757 Value ($000) $19,298 Avg Close — Range —
Q1 2025
Shares 761,450 Value ($000) $17,841 Avg Close — Range —
Q4 2024
Shares 760,942 Value ($000) $19,678 Avg Close — Range —
Q3 2024
Shares 368,690 Value ($000) $18,988 Avg Close — Range —
Q2 2024
Shares 380,031 Value ($000) $18,032 Avg Close — Range —
Q1 2024
Shares 351,508 Value ($000) $17,308 Avg Close — Range —
Q4 2023
Shares 338,002 Value ($000) $15,967 Avg Close — Range —
Q3 2023
Shares 315,961 Value ($000) $13,087 Avg Close — Range —
Q2 2023
Shares 311,220 Value ($000) $13,631 Avg Close — Range —
Q1 2023
Shares 301,624 Value ($000) $12,647 Avg Close — Range —
Q4 2022
Shares 293,893 Value ($000) $11,906 Avg Close — Range —
Q3 2022
Shares 296,841 Value ($000) $11,221 Avg Close — Range —
Q2 2022
Shares 296,524 Value ($000) $11,561 Avg Close — Range —
Q1 2022
Shares 293,115 Value ($000) $13,882 Avg Close — Range —
Q4 2021
Shares 163,200 Value ($000) $16,712 Avg Close — Range —
Q3 2021
Shares 166,074 Value ($000) $16,624 Avg Close — Range —
Q2 2021
Shares 164,245 Value ($000) $17,111 Avg Close — Range —
Q1 2021
Shares 174,217 Value ($000) $17,364 Avg Close — Range —
Q4 2020
Shares 163,261 Value ($000) $14,530 Avg Close — Range —
Q3 2020
Shares 170,788 Value ($000) $11,669 Avg Close — Range —
Q2 2020
Shares 167,381 Value ($000) $10,937 Avg Close — Range —
Q1 2020
Shares 178,574 Value ($000) $9,200 Avg Close — Range —
Q4 2019
Shares 191,837 Value ($000) $14,511 Avg Close — Range —