SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 118,623 Value ($000) $3,885 Avg Close — Range —
Q3 2025
Shares 115,668 Value ($000) $3,860 Avg Close — Range —
Q2 2025
Shares 115,021 Value ($000) $3,467 Avg Close — Range —
Q1 2025
Shares 112,755 Value ($000) $3,003 Avg Close — Range —
Q4 2024
Shares 113,924 Value ($000) $3,324 Avg Close — Range —
Q3 2024
Shares 113,924 Value ($000) $3,324 Avg Close — Range —
Q2 2024
Shares 114,802 Value ($000) $3,049 Avg Close — Range —