SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 18,072 Value ($000) $592 Avg Close — Range —
Q3 2025
Shares 9,228 Value ($000) $308 Avg Close — Range —
Q2 2025
Shares 9,153 Value ($000) $276 Avg Close — Range —
Q1 2025
Shares 9,079 Value ($000) $250 Avg Close — Range —
Q4 2024
Shares 7,520 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 6,669 Value ($000) $195 Avg Close — Range —