SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 501 Value ($000) $12 Avg Close — Range —
Q2 2021
Shares 64 Value ($000) $3 Avg Close — Range —