SCHWAB STRATEGIC TR

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

White & Co Financial Planning Inc's Holding History (CIK: 0002039300)

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

Q4 2025
Shares 736,798 Value ($000) $20,984 Avg Close — Range —
Q3 2025
Shares 737,124 Value ($000) $20,566 Avg Close — Range —
Q2 2025
Shares 747,217 Value ($000) $18,882 Avg Close — Range —
Q1 2025
Shares 688,800 Value ($000) $16,173 Avg Close — Range —
Q4 2024
Shares 697,698 Value ($000) $18,042 Avg Close — Range —