SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001723223)

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

Q4 2025
Shares 64,989 Value ($000) $1,519 Avg Close — Range —
Q3 2025
Shares 59,257 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 55,053 Value ($000) $1,279 Avg Close — Range —
Q1 2025
Shares 54,496 Value ($000) $1,262 Avg Close — Range —
Q4 2024
Shares 46,096 Value ($000) $1,046 Avg Close — Range —
Q3 2024
Shares 12,013 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 12,813 Value ($000) $584 Avg Close — Range —
Q1 2024
Shares 12,963 Value ($000) $596 Avg Close — Range —
Q2 2022
Shares 10,114 Value ($000) $484 Avg Close — Range —
Q1 2022
Shares 12,468 Value ($000) $631 Avg Close — Range —
Q4 2021
Shares 16,541 Value ($000) $892 Avg Close — Range —
Q3 2021
Shares 19,118 Value ($000) $1,037 Avg Close — Range —
Q2 2021
Shares 19,116 Value ($000) $1,043 Avg Close — Range —
Q1 2021
Shares 19,413 Value ($000) $1,047 Avg Close — Range —
Q4 2020
Shares 12,354 Value ($000) $692 Avg Close — Range —
Q3 2018
Shares 387 Value ($000) $19 Avg Close — Range —
Q2 2018
Shares 387 Value ($000) $19 Avg Close — Range —
Q4 2017
Shares 387 Value ($000) $20 Avg Close — Range —