SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q3 2024
Shares 11,237 Value ($000) $433 Avg Close — Range —
Q2 2024
Shares 11,226 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 14,140 Value ($000) $506 Avg Close — Range —
Q4 2023
Shares 20,243 Value ($000) $706 Avg Close — Range —
Q3 2023
Shares 24,907 Value ($000) $803 Avg Close — Range —
Q2 2023
Shares 26,892 Value ($000) $908 Avg Close — Range —
Q1 2023
Shares 27,201 Value ($000) $917 Avg Close — Range —
Q4 2022
Shares 28,570 Value ($000) $899 Avg Close — Range —
Q3 2022
Shares 29,644 Value ($000) $823 Avg Close — Range —
Q2 2022
Shares 27,192 Value ($000) $849 Avg Close — Range —
Q1 2022
Shares 30,818 Value ($000) $1,170 Avg Close — Range —
Q4 2021
Shares 34,587 Value ($000) $1,416 Avg Close — Range —