SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 195,099 Value ($000) $4,690 Avg Close — Range —
Q3 2025
Shares 195,003 Value ($000) $4,540 Avg Close — Range —
Q2 2025
Shares 197,138 Value ($000) $4,357 Avg Close — Range —
Q1 2025
Shares 199,814 Value ($000) $3,952 Avg Close — Range —
Q4 2024
Shares 200,866 Value ($000) $3,716 Avg Close — Range —
Q3 2024
Shares 100,396 Value ($000) $4,128 Avg Close — Range —
Q2 2024
Shares 101,858 Value ($000) $3,913 Avg Close — Range —
Q1 2024
Shares 109,890 Value ($000) $4,288 Avg Close — Range —
Q4 2023
Shares 113,151 Value ($000) $4,182 Avg Close — Range —
Q3 2023
Shares 110,165 Value ($000) $3,741 Avg Close — Range —
Q2 2023
Shares 112,846 Value ($000) $4,023 Avg Close — Range —
Q1 2023
Shares 116,178 Value ($000) $4,043 Avg Close — Range —
Q4 2022
Shares 121,222 Value ($000) $3,905 Avg Close — Range —
Q3 2022
Shares 117,381 Value ($000) $3,302 Avg Close — Range —
Q2 2022
Shares 111,619 Value ($000) $3,510 Avg Close — Range —
Q1 2022
Shares 138,855 Value ($000) $5,099 Avg Close — Range —
Q4 2021
Shares 133,651 Value ($000) $5,195 Avg Close — Range —
Q3 2021
Shares 129,961 Value ($000) $5,029 Avg Close — Range —
Q2 2021
Shares 127,837 Value ($000) $5,043 Avg Close — Range —
Q1 2021
Shares 130,327 Value ($000) $4,903 Avg Close — Range —
Q4 2020
Shares 125,089 Value ($000) $4,504 Avg Close — Range —
Q3 2020
Shares 121,283 Value ($000) $3,808 Avg Close — Range —
Q2 2020
Shares 123,487 Value ($000) $3,674 Avg Close — Range —
Q1 2020
Shares 81,958 Value ($000) $2,118 Avg Close — Range —
Q4 2019
Shares 255,125 Value ($000) $8,580 Avg Close — Range —