SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 52,300 Value ($000) $1,302 Avg Close — Range —
Q3 2025
Shares 26,733 Value ($000) $667 Avg Close — Range —
Q2 2025
Shares 25,195 Value ($000) $625 Avg Close — Range —
Q1 2025
Shares 20,551 Value ($000) $506 Avg Close — Range —
Q4 2024
Shares 21,547 Value ($000) $525 Avg Close — Range —
Q3 2024
Shares 10,698 Value ($000) $531 Avg Close — Range —
Q2 2024
Shares 10,237 Value ($000) $494 Avg Close — Range —
Q1 2024
Shares 8,271 Value ($000) $400 Avg Close — Range —
Q4 2023
Shares 11,801 Value ($000) $571 Avg Close — Range —
Q3 2023
Shares 8,677 Value ($000) $408 Avg Close — Range —
Q2 2023
Shares 17,759 Value ($000) $839 Avg Close — Range —
Q1 2023
Shares 9,752 Value ($000) $464 Avg Close — Range —
Q4 2022
Shares 9,425 Value ($000) $442 Avg Close — Range —
Q3 2022
Shares 8,774 Value ($000) $406 Avg Close — Range —
Q2 2022
Shares 6,878 Value ($000) $327 Avg Close — Range —
Q1 2022
Shares 6,925 Value ($000) $336 Avg Close — Range —
Q4 2021
Shares 5,415 Value ($000) $274 Avg Close — Range —
Q1 2021
Shares 9,900 Value ($000) $505 Avg Close — Range —