SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 175,217 Value ($000) $5,738 Avg Close — Range —
Q3 2025
Shares 174,340 Value ($000) $5,818 Avg Close — Range —
Q2 2025
Shares 179,966 Value ($000) $5,424 Avg Close — Range —
Q1 2025
Shares 182,472 Value ($000) $5,031 Avg Close — Range —
Q4 2024
Shares 178,044 Value ($000) $4,741 Avg Close — Range —
Q3 2024
Shares 182,804 Value ($000) $5,334 Avg Close — Range —
Q2 2024
Shares 180,852 Value ($000) $4,803 Avg Close — Range —
Q1 2024
Shares 175,373 Value ($000) $4,428 Avg Close — Range —
Q4 2023
Shares 172,167 Value ($000) $4,268 Avg Close — Range —
Q3 2023
Shares 166,826 Value ($000) $3,994 Avg Close — Range —
Q2 2023
Shares 161,808 Value ($000) $3,985 Avg Close — Range —