SCHWAB STRATEGIC TR

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

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 46,496 Value ($000) $1,324 Avg Close — Range —
Q3 2025
Shares 46,478 Value ($000) $1,297 Avg Close — Range —
Q2 2025
Shares 46,536 Value ($000) $1,177 Avg Close — Range —
Q1 2025
Shares 56,262 Value ($000) $1,318 Avg Close — Range —
Q4 2024
Shares 56,845 Value ($000) $1,470 Avg Close — Range —
Q3 2024
Shares 117,190 Value ($000) $6,035 Avg Close — Range —
Q2 2024
Shares 112,195 Value ($000) $5,324 Avg Close — Range —
Q1 2024
Shares 111,988 Value ($000) $5,514 Avg Close — Range —
Q4 2023
Shares 110,839 Value ($000) $5,236 Avg Close — Range —
Q3 2023
Shares 108,908 Value ($000) $4,511 Avg Close — Range —
Q2 2023
Shares 103,943 Value ($000) $4,553 Avg Close — Range —
Q1 2023
Shares 99,324 Value ($000) $4,165 Avg Close — Range —
Q4 2022
Shares 95,633 Value ($000) $3,874 Avg Close — Range —
Q3 2022
Shares 94,836 Value ($000) $3,585 Avg Close — Range —
Q2 2022
Shares 90,220 Value ($000) $3,518 Avg Close — Range —
Q1 2022
Shares 86,233 Value ($000) $4,084 Avg Close — Range —
Q4 2021
Shares 39,442 Value ($000) $4,039 Avg Close — Range —
Q2 2021
Shares 37,067 Value ($000) $3,862 Avg Close — Range —
Q1 2021
Shares 35,728 Value ($000) $3,561 Avg Close — Range —
Q4 2020
Shares 51,142 Value ($000) $4,552 Avg Close — Range —
Q3 2020
Shares 46,954 Value ($000) $3,208 Avg Close — Range —