SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q1 2025
Shares 131 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 7 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 127 Value ($000) $6 Avg Close — Range —
Q2 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2020
Shares 926 Value ($000) $29 Avg Close — Range —
Q4 2019
Shares 926 Value ($000) $40 Avg Close — Range —