SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 1,037,777 Value ($000) $24,948 Avg Close — Range —
Q3 2025
Shares 1,023,727 Value ($000) $23,832 Avg Close — Range —
Q2 2025
Shares 989,497 Value ($000) $21,868 Avg Close — Range —
Q1 2025
Shares 984,903 Value ($000) $19,481 Avg Close — Range —
Q4 2024
Shares 1,108,046 Value ($000) $20,499 Avg Close — Range —
Q3 2024
Shares 498,096 Value ($000) $20,482 Avg Close — Range —
Q4 2022
Shares 449,333 Value ($000) $15,740 Avg Close — Range —
Q3 2022
Shares 448,433 Value ($000) $14,592 Avg Close — Range —
Q1 2022
Shares 410,535 Value ($000) $14,044 Avg Close — Range —