SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

ZACKS INVESTMENT MANAGEMENT's Holding History (CIK: 0001086483)

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

Q3 2025
Shares 11,172 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 19,188 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 19,457 Value ($000) $451 Avg Close — Range —
Q4 2024
Shares 26,151 Value ($000) $594 Avg Close — Range —
Q3 2024
Shares 9,614 Value ($000) $457 Avg Close — Range —
Q2 2024
Shares 9,549 Value ($000) $435 Avg Close — Range —
Q1 2024
Shares 9,435 Value ($000) $434 Avg Close — Range —
Q4 2023
Shares 9,353 Value ($000) $436 Avg Close — Range —
Q3 2023
Shares 9,221 Value ($000) $408 Avg Close — Range —
Q2 2023
Shares 9,293 Value ($000) $429 Avg Close — Range —
Q1 2023
Shares 8,130 Value ($000) $381 Avg Close — Range —
Q4 2022
Shares 7,733 Value ($000) $353 Avg Close — Range —
Q3 2022
Shares 7,748 Value ($000) $351 Avg Close — Range —
Q1 2022
Shares 7,649 Value ($000) $387 Avg Close — Range —
Q4 2021
Shares 6,716 Value ($000) $362 Avg Close — Range —
Q3 2021
Shares 6,767 Value ($000) $367 Avg Close — Range —
Q2 2021
Shares 7,130 Value ($000) $389 Avg Close — Range —
Q1 2021
Shares 7,011 Value ($000) $378 Avg Close — Range —
Q2 2018
Shares 20,444 Value ($000) $1,035 Avg Close — Range —
Q1 2018
Shares 9,810 Value ($000) $501 Avg Close — Range —
Q4 2013
Shares 11,275 Value ($000) $567 Avg Close — Range —