SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Sharkey, Howes & Javer's Holding History (CIK: 0001642246)

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

Q4 2025
Shares 32,839 Value ($000) $767 Avg Close — Range —
Q3 2025
Shares 20,685 Value ($000) $485 Avg Close — Range —
Q4 2017
Shares 35 Value ($000) $2 Avg Close — Range —