SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Beacon Bridge Wealth Partners, LLC's Holding History (CIK: 0001965468)

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

Q4 2025
Shares 143,847 Value ($000) $3,304 Avg Close Range
Q3 2025
Shares 126,702 Value ($000) $2,924 Avg Close Range
Q2 2025
Shares 120,656 Value ($000) $2,746 Avg Close Range
Q1 2025
Shares 127,474 Value ($000) $2,863 Avg Close Range
Q4 2024
Shares 126,242 Value ($000) $2,786 Avg Close Range
Q3 2024
Shares 66,391 Value ($000) $3,065 Avg Close Range
Q2 2024
Shares 37,152 Value ($000) $1,638 Avg Close Range
Q1 2024
Shares 28,949 Value ($000) $1,288 Avg Close Range
Q4 2023
Shares 22,524 Value ($000) $1,012 Avg Close Range
Q3 2023
Shares 5,001 Value ($000) $211 Avg Close Range