SCHWAB STRATEGIC TR

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

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 25,696 Value ($000) $626 Avg Close — Range —
Q3 2025
Shares 32,501 Value ($000) $793 Avg Close — Range —
Q2 2025
Shares 32,726 Value ($000) $798 Avg Close — Range —
Q1 2025
Shares 34,043 Value ($000) $829 Avg Close — Range —
Q4 2024
Shares 33,648 Value ($000) $810 Avg Close — Range —
Q3 2024
Shares 16,215 Value ($000) $794 Avg Close — Range —
Q2 2024
Shares 15,690 Value ($000) $755 Avg Close — Range —
Q1 2024
Shares 15,456 Value ($000) $745 Avg Close — Range —
Q4 2023
Shares 14,745 Value ($000) $714 Avg Close — Range —
Q3 2023
Shares 15,303 Value ($000) $733 Avg Close — Range —
Q2 2023
Shares 15,568 Value ($000) $748 Avg Close — Range —
Q1 2023
Shares 15,532 Value ($000) $758 Avg Close — Range —
Q4 2022
Shares 33,880 Value ($000) $1,634 Avg Close — Range —
Q3 2022
Shares 38,492 Value ($000) $1,858 Avg Close — Range —
Q2 2022
Shares 38,498 Value ($000) $1,894 Avg Close — Range —
Q1 2022
Shares 42,798 Value ($000) $2,120 Avg Close — Range —
Q4 2021
Shares 52,983 Value ($000) $2,694 Avg Close — Range —
Q2 2021
Shares 220,438 Value ($000) $11,291 Avg Close — Range —
Q1 2021
Shares 203,752 Value ($000) $10,455 Avg Close — Range —
Q4 2020
Shares 149,237 Value ($000) $7,669 Avg Close — Range —
Q3 2020
Shares 37,437 Value ($000) $1,928 Avg Close — Range —