SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q3 2023
Shares 4,318 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 4,721 Value ($000) $247 Avg Close — Range —
Q1 2023
Shares 4,867 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 3,773 Value ($000) $203 Avg Close — Range —