SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 152,263 Value ($000) $3,181 Avg Close — Range —
Q3 2025
Shares 147,901 Value ($000) $3,190 Avg Close — Range —
Q2 2025
Shares 132,596 Value ($000) $2,806 Avg Close — Range —
Q1 2025
Shares 132,254 Value ($000) $2,845 Avg Close — Range —
Q4 2024
Shares 128,628 Value ($000) $2,709 Avg Close — Range —
Q3 2024
Shares 131,286 Value ($000) $3,042 Avg Close — Range —
Q2 2024
Shares 133,953 Value ($000) $2,675 Avg Close — Range —
Q1 2024
Shares 128,261 Value ($000) $2,604 Avg Close — Range —
Q4 2023
Shares 128,273 Value ($000) $2,657 Avg Close — Range —
Q3 2023
Shares 124,867 Value ($000) $2,216 Avg Close — Range —
Q2 2023
Shares 117,890 Value ($000) $2,302 Avg Close — Range —