SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 339,620 Value ($000) $7,801 Avg Close — Range —
Q3 2025
Shares 340,176 Value ($000) $7,851 Avg Close — Range —
Q2 2025
Shares 328,078 Value ($000) $7,438 Avg Close — Range —
Q1 2025
Shares 326,399 Value ($000) $7,318 Avg Close — Range —
Q4 2024
Shares 327,246 Value ($000) $7,222 Avg Close — Range —