SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 16,932 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 129 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 19,324 Value ($000) $426 Avg Close — Range —
Q1 2025
Shares 19,199 Value ($000) $386 Avg Close — Range —
Q4 2024
Shares 19,652 Value ($000) $380 Avg Close — Range —
Q3 2024
Shares 19,224 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 12,066 Value ($000) $446 Avg Close — Range —
Q1 2024
Shares 12,159 Value ($000) $468 Avg Close — Range —
Q4 2023
Shares 15,799 Value ($000) $584 Avg Close — Range —
Q3 2023
Shares 24,690 Value ($000) $838 Avg Close — Range —
Q2 2023
Shares 22,141 Value ($000) $789 Avg Close — Range —
Q4 2022
Shares 79,593 Value ($000) $2,747 Avg Close — Range —