SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 13 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,286 Value ($000) $216 Avg Close — Range —
Q2 2025
Shares 13 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 12 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 12 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 12 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 7 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 134 Value ($000) $6 Avg Close — Range —