SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 87,647 Value ($000) $1,831 Avg Close — Range —
Q3 2025
Shares 93,151 Value ($000) $2,009 Avg Close — Range —
Q2 2025
Shares 93,169 Value ($000) $1,971 Avg Close — Range —
Q1 2025
Shares 95,052 Value ($000) $2,045 Avg Close — Range —
Q4 2024
Shares 129,179 Value ($000) $2,721 Avg Close — Range —
Q3 2024
Shares 126,058 Value ($000) $2,870 Avg Close — Range —
Q2 2024
Shares 132,450 Value ($000) $2,645 Avg Close — Range —
Q1 2024
Shares 145,302 Value ($000) $2,797 Avg Close — Range —