SCHWAB STRATEGIC TR

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

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 582,311 Value ($000) $16,584 Avg Close — Range —
Q3 2025
Shares 571,869 Value ($000) $15,955 Avg Close — Range —
Q2 2025
Shares 566,783 Value ($000) $14,340 Avg Close — Range —
Q1 2025
Shares 531,114 Value ($000) $13,735 Avg Close — Range —
Q4 2024
Shares 265,573 Value ($000) $13,677 Avg Close — Range —
Q3 2024
Shares 265,573 Value ($000) $13,677 Avg Close — Range —
Q2 2024
Shares 264,951 Value ($000) $12,572 Avg Close — Range —