SCHWAB STRATEGIC TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 62,199 Value ($000) $1,771 Avg Close — Range —
Q3 2025
Shares 45,878 Value ($000) $1,280 Avg Close — Range —