SCHWAB STRATEGIC TR

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

CFC Planning Co LLC's Holding History (CIK: 0001854428)

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

Q4 2025
Shares 30,176 Value ($000) $859 Avg Close — Range —
Q3 2025
Shares 15,873 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 10,508 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 8,966 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 8,989 Value ($000) $232 Avg Close — Range —