SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Financial Life Planners's Holding History (CIK: 0002053368)

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

Q3 2025
Shares 3,002 Value ($000) $82 Avg Close — Range —
Q4 2024
Shares 2,918 Value ($000) $80 Avg Close — Range —