SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 63,033 Value ($000) $1,515 Avg Close — Range —
Q3 2025
Shares 62,197 Value ($000) $1,448 Avg Close — Range —
Q2 2025
Shares 61,255 Value ($000) $1,354 Avg Close — Range —
Q1 2025
Shares 61,443 Value ($000) $1,215 Avg Close — Range —
Q4 2024
Shares 55,705 Value ($000) $1,031 Avg Close — Range —
Q3 2024
Shares 25,996 Value ($000) $1,069 Avg Close — Range —
Q2 2024
Shares 23,235 Value ($000) $893 Avg Close — Range —
Q1 2024
Shares 22,636 Value ($000) $883 Avg Close — Range —
Q4 2023
Shares 21,223 Value ($000) $784 Avg Close — Range —
Q3 2023
Shares 20,657 Value ($000) $702 Avg Close — Range —
Q2 2023
Shares 21,150 Value ($000) $754 Avg Close — Range —
Q1 2023
Shares 21,390 Value ($000) $744 Avg Close — Range —
Q4 2022
Shares 20,607 Value ($000) $664 Avg Close — Range —
Q3 2022
Shares 19,277 Value ($000) $542 Avg Close — Range —
Q2 2022
Shares 21,414 Value ($000) $673 Avg Close — Range —
Q1 2022
Shares 21,022 Value ($000) $772 Avg Close — Range —
Q4 2021
Shares 17,788 Value ($000) $691 Avg Close — Range —
Q2 2021
Shares 17,025 Value ($000) $672 Avg Close — Range —
Q1 2021
Shares 15,711 Value ($000) $591 Avg Close — Range —
Q4 2020
Shares 15,193 Value ($000) $547 Avg Close — Range —
Q3 2020
Shares 15,078 Value ($000) $473 Avg Close — Range —