SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 17,828 Value ($000) $584 Avg Close — Range —
Q3 2025
Shares 17,828 Value ($000) $595 Avg Close — Range —
Q2 2025
Shares 17,828 Value ($000) $537 Avg Close — Range —
Q1 2025
Shares 17,828 Value ($000) $492 Avg Close — Range —
Q4 2024
Shares 17,828 Value ($000) $475 Avg Close — Range —
Q3 2024
Shares 17,828 Value ($000) $520 Avg Close — Range —