SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 27,838 Value ($000) $669 Avg Close — Range —
Q3 2025
Shares 38,952 Value ($000) $907 Avg Close — Range —
Q2 2025
Shares 45,753 Value ($000) $1,011 Avg Close — Range —
Q1 2025
Shares 55,811 Value ($000) $1,104 Avg Close — Range —
Q4 2024
Shares 56,388 Value ($000) $1,043 Avg Close — Range —
Q3 2024
Shares 34,692 Value ($000) $1,427 Avg Close — Range —
Q2 2024
Shares 35,768 Value ($000) $1,374 Avg Close — Range —
Q1 2024
Shares 38,148 Value ($000) $1,489 Avg Close — Range —
Q4 2023
Shares 37,969 Value ($000) $1,403 Avg Close — Range —
Q3 2023
Shares 37,202 Value ($000) $1,263 Avg Close — Range —
Q2 2023
Shares 41,024 Value ($000) $1,463 Avg Close — Range —
Q1 2023
Shares 46,074 Value ($000) $1,603 Avg Close — Range —
Q4 2022
Shares 49,721 Value ($000) $1,602 Avg Close — Range —
Q3 2022
Shares 51,446 Value ($000) $1,447 Avg Close — Range —