SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 170,239 Value ($000) $7,751 Avg Close — Range —
Q3 2025
Shares 172,602 Value ($000) $7,855 Avg Close — Range —
Q2 2025
Shares 182,595 Value ($000) $7,777 Avg Close — Range —
Q1 2025
Shares 186,863 Value ($000) $6,705 Avg Close — Range —
Q4 2024
Shares 188,519 Value ($000) $6,472 Avg Close — Range —
Q3 2024
Shares 189,228 Value ($000) $7,291 Avg Close — Range —
Q2 2024
Shares 178,790 Value ($000) $6,361 Avg Close — Range —
Q1 2024
Shares 179,399 Value ($000) $6,422 Avg Close — Range —
Q4 2023
Shares 179,981 Value ($000) $6,280 Avg Close — Range —
Q3 2023
Shares 151,520 Value ($000) $4,887 Avg Close — Range —
Q2 2023
Shares 152,947 Value ($000) $5,165 Avg Close — Range —
Q1 2023
Shares 157,219 Value ($000) $5,300 Avg Close — Range —
Q4 2022
Shares 159,291 Value ($000) $5,013 Avg Close — Range —
Q3 2022
Shares 155,945 Value ($000) $4,327 Avg Close — Range —
Q2 2022
Shares 149,962 Value ($000) $4,683 Avg Close — Range —
Q1 2022
Shares 149,918 Value ($000) $5,692 Avg Close — Range —
Q4 2021
Shares 153,840 Value ($000) $6,297 Avg Close — Range —
Q3 2021
Shares 153,584 Value ($000) $6,377 Avg Close — Range —
Q2 2021
Shares 150,343 Value ($000) $6,254 Avg Close — Range —
Q1 2021
Shares 153,495 Value ($000) $6,051 Avg Close — Range —
Q4 2020
Shares 149,100 Value ($000) $5,614 Avg Close — Range —
Q3 2020
Shares 149,786 Value ($000) $4,873 Avg Close — Range —
Q2 2020
Shares 147,293 Value ($000) $4,355 Avg Close — Range —
Q1 2020
Shares 20,637 Value ($000) $504 Avg Close — Range —
Q4 2019
Shares 260,466 Value ($000) $9,025 Avg Close — Range —