SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 88,983 Value ($000) $2,441 Avg Close — Range —
Q3 2025
Shares 90,059 Value ($000) $2,459 Avg Close — Range —
Q2 2025
Shares 91,881 Value ($000) $2,435 Avg Close — Range —
Q1 2025
Shares 92,375 Value ($000) $2,583 Avg Close — Range —
Q4 2024
Shares 93,065 Value ($000) $2,543 Avg Close — Range —
Q3 2024
Shares 25,276 Value ($000) $2,137 Avg Close — Range —
Q2 2024
Shares 24,846 Value ($000) $1,932 Avg Close — Range —
Q1 2024
Shares 27,558 Value ($000) $2,222 Avg Close — Range —
Q4 2023
Shares 29,146 Value ($000) $2,219 Avg Close — Range —
Q3 2023
Shares 26,834 Value ($000) $1,899 Avg Close — Range —
Q2 2023
Shares 29,172 Value ($000) $2,118 Avg Close — Range —
Q1 2023
Shares 30,595 Value ($000) $2,238 Avg Close — Range —
Q4 2022
Shares 28,212 Value ($000) $2,131 Avg Close — Range —
Q3 2022
Shares 24,667 Value ($000) $1,639 Avg Close — Range —
Q2 2022
Shares 20,107 Value ($000) $1,440 Avg Close — Range —
Q4 2021
Shares 354 Value ($000) $28 Avg Close — Range —
Q3 2021
Shares 354 Value ($000) $28 Avg Close — Range —
Q2 2021
Shares 604 Value ($000) $46 Avg Close — Range —
Q1 2021
Shares 354 Value ($000) $26 Avg Close — Range —