SCHWAB STRATEGIC TR

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

White & Co Financial Planning Inc's Holding History (CIK: 0002039300)

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

Q4 2025
Shares 107,724 Value ($000) $2,682 Avg Close — Range —
Q3 2025
Shares 108,011 Value ($000) $2,694 Avg Close — Range —
Q2 2025
Shares 104,319 Value ($000) $2,585 Avg Close — Range —
Q1 2025
Shares 103,965 Value ($000) $2,562 Avg Close — Range —
Q4 2024
Shares 101,742 Value ($000) $2,480 Avg Close — Range —