SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 101,832 Value ($000) $3,335 Avg Close — Range —
Q3 2025
Shares 102,944 Value ($000) $3,435 Avg Close — Range —
Q2 2025
Shares 105,162 Value ($000) $3,170 Avg Close — Range —
Q1 2025
Shares 105,555 Value ($000) $2,910 Avg Close — Range —
Q4 2024
Shares 107,781 Value ($000) $2,870 Avg Close — Range —
Q3 2024
Shares 108,981 Value ($000) $3,180 Avg Close — Range —
Q2 2024
Shares 113,742 Value ($000) $3,021 Avg Close — Range —
Q1 2024
Shares 132,465 Value ($000) $3,345 Avg Close — Range —
Q4 2023
Shares 139,238 Value ($000) $3,452 Avg Close — Range —
Q3 2023
Shares 138,028 Value ($000) $3,304 Avg Close — Range —
Q2 2023
Shares 141,567 Value ($000) $3,487 Avg Close — Range —
Q1 2023
Shares 142,705 Value ($000) $3,499 Avg Close — Range —
Q4 2022
Shares 145,698 Value ($000) $3,449 Avg Close — Range —
Q3 2022
Shares 213,548 Value ($000) $4,783 Avg Close — Range —
Q2 2022
Shares 217,861 Value ($000) $5,529 Avg Close — Range —
Q1 2022
Shares 213,585 Value ($000) $5,931 Avg Close — Range —
Q4 2021
Shares 249,232 Value ($000) $7,382 Avg Close — Range —
Q3 2021
Shares 222,069 Value ($000) $6,769 Avg Close — Range —
Q2 2021
Shares 220,089 Value ($000) $7,237 Avg Close — Range —
Q1 2021
Shares 227,313 Value ($000) $7,224 Avg Close — Range —
Q4 2020
Shares 221,834 Value ($000) $6,799 Avg Close — Range —
Q3 2020
Shares 223,788 Value ($000) $5,989 Avg Close — Range —
Q2 2020
Shares 225,166 Value ($000) $5,483 Avg Close — Range —
Q1 2020
Shares 54,467 Value ($000) $1,127 Avg Close — Range —
Q4 2019
Shares 244,793 Value ($000) $6,700 Avg Close — Range —