SCHWAB STRATEGIC TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 3,189 Value ($000) $78 Avg Close — Range —
Q3 2025
Shares 3,282 Value ($000) $80 Avg Close — Range —
Q2 2025
Shares 2,332 Value ($000) $57 Avg Close — Range —
Q1 2025
Shares 2,307 Value ($000) $56 Avg Close — Range —
Q4 2024
Shares 2,268 Value ($000) $55 Avg Close — Range —