SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 15,235 Value ($000) $499 Avg Close — Range —
Q3 2025
Shares 15,650 Value ($000) $522 Avg Close — Range —
Q2 2025
Shares 16,208 Value ($000) $488 Avg Close — Range —
Q1 2025
Shares 18,023 Value ($000) $497 Avg Close — Range —
Q4 2024
Shares 25,950 Value ($000) $691 Avg Close — Range —
Q3 2024
Shares 18,041 Value ($000) $526 Avg Close — Range —
Q2 2024
Shares 19,159 Value ($000) $509 Avg Close — Range —
Q1 2024
Shares 19,155 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 19,764 Value ($000) $490 Avg Close — Range —
Q3 2023
Shares 22,156 Value ($000) $530 Avg Close — Range —
Q2 2023
Shares 22,918 Value ($000) $564 Avg Close — Range —
Q1 2023
Shares 23,621 Value ($000) $579 Avg Close — Range —
Q4 2022
Shares 24,085 Value ($000) $570 Avg Close — Range —
Q3 2022
Shares 23,974 Value ($000) $537 Avg Close — Range —
Q2 2022
Shares 18,115 Value ($000) $460 Avg Close — Range —
Q1 2022
Shares 19,297 Value ($000) $536 Avg Close — Range —
Q4 2021
Shares 17,962 Value ($000) $532 Avg Close — Range —
Q3 2021
Shares 17,356 Value ($000) $529 Avg Close — Range —
Q2 2021
Shares 16,565 Value ($000) $545 Avg Close — Range —
Q1 2021
Shares 6,939 Value ($000) $221 Avg Close — Range —
Q4 2020
Shares 3,426 Value ($000) $105 Avg Close — Range —