SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 195,153 Value ($000) $4,691 Avg Close — Range —
Q3 2025
Shares 194,212 Value ($000) $4,521 Avg Close — Range —
Q2 2025
Shares 195,749 Value ($000) $4,326 Avg Close — Range —
Q1 2025
Shares 198,356 Value ($000) $3,923 Avg Close — Range —
Q4 2024
Shares 194,664 Value ($000) $3,601 Avg Close — Range —
Q3 2024
Shares 98,554 Value ($000) $4,053 Avg Close — Range —
Q2 2024
Shares 96,699 Value ($000) $3,715 Avg Close — Range —
Q1 2024
Shares 93,439 Value ($000) $3,646 Avg Close — Range —
Q4 2023
Shares 96,443 Value ($000) $3,565 Avg Close — Range —
Q3 2023
Shares 94,606 Value ($000) $3,213 Avg Close — Range —
Q2 2023
Shares 92,985 Value ($000) $3,315 Avg Close — Range —