SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 940,599 Value ($000) $22,612 Avg Close — Range —
Q3 2025
Shares 937,941 Value ($000) $21,835 Avg Close — Range —
Q2 2025
Shares 939,774 Value ($000) $20,769 Avg Close — Range —
Q1 2025
Shares 916,611 Value ($000) $16,957 Avg Close — Range —
Q4 2024
Shares 438,132 Value ($000) $18,016 Avg Close — Range —
Q3 2024
Shares 438,132 Value ($000) $18,016 Avg Close — Range —
Q2 2024
Shares 436,795 Value ($000) $16,782 Avg Close — Range —