SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 7,308 Value ($000) $218 Avg Close — Range —
Q3 2025
Shares 7,230 Value ($000) $202 Avg Close — Range —