SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 309 Value ($000) $8 Avg Close — Range —
Q3 2025
Shares 19,324 Value ($000) $460 Avg Close — Range —
Q1 2025
Shares 696 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 190 Value ($000) $9 Avg Close — Range —
Q4 2022
Shares 143 Value ($000) $7 Avg Close — Range —