SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 483,962 Value ($000) $10,112 Avg Close — Range —
Q3 2025
Shares 459,451 Value ($000) $9,910 Avg Close — Range —
Q2 2025
Shares 454,559 Value ($000) $9,618 Avg Close — Range —
Q1 2025
Shares 441,816 Value ($000) $9,503 Avg Close — Range —
Q4 2024
Shares 434,521 Value ($000) $9,155 Avg Close — Range —
Q3 2024
Shares 431,033 Value ($000) $9,987 Avg Close — Range —
Q2 2024
Shares 404,233 Value ($000) $8,073 Avg Close — Range —
Q1 2024
Shares 391,741 Value ($000) $7,952 Avg Close — Range —
Q4 2023
Shares 374,825 Value ($000) $7,763 Avg Close — Range —
Q3 2023
Shares 353,244 Value ($000) $6,270 Avg Close — Range —
Q2 2023
Shares 338,449 Value ($000) $6,610 Avg Close — Range —
Q1 2023
Shares 317,271 Value ($000) $6,187 Avg Close — Range —
Q4 2022
Shares 306,116 Value ($000) $5,905 Avg Close — Range —
Q3 2022
Shares 329,335 Value ($000) $6,155 Avg Close — Range —
Q2 2022
Shares 312,347 Value ($000) $6,587 Avg Close — Range —
Q1 2022
Shares 314,632 Value ($000) $7,831 Avg Close — Range —
Q4 2021
Shares 178,253 Value ($000) $9,392 Avg Close — Range —
Q3 2021
Shares 185,809 Value ($000) $8,488 Avg Close — Range —
Q2 2021
Shares 187,697 Value ($000) $8,595 Avg Close — Range —
Q1 2021
Shares 195,617 Value ($000) $8,038 Avg Close — Range —
Q4 2020
Shares 162,862 Value ($000) $6,184 Avg Close — Range —
Q3 2020
Shares 148,447 Value ($000) $5,253 Avg Close — Range —
Q2 2020
Shares 130,771 Value ($000) $4,606 Avg Close — Range —
Q1 2020
Shares 144,497 Value ($000) $4,731 Avg Close — Range —
Q4 2019
Shares 158,922 Value ($000) $7,304 Avg Close — Range —