SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 37,790 Value ($000) $908 Avg Close — Range —
Q3 2025
Shares 48,144 Value ($000) $1,121 Avg Close — Range —
Q2 2025
Shares 48,144 Value ($000) $1,064 Avg Close — Range —
Q1 2025
Shares 47,542 Value ($000) $940 Avg Close — Range —
Q4 2024
Shares 40,553 Value ($000) $750 Avg Close — Range —
Q3 2024
Shares 40,507 Value ($000) $804 Avg Close — Range —
Q2 2024
Shares 19,725 Value ($000) $758 Avg Close — Range —
Q1 2024
Shares 20,578 Value ($000) $777 Avg Close — Range —