SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Smart Money Group LLC's Holding History (CIK: 0001728866)

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

Q4 2025
Shares 139,387 Value ($000) $3,257 Avg Close — Range —
Q3 2025
Shares 145,788 Value ($000) $3,422 Avg Close — Range —
Q2 2025
Shares 230,173 Value ($000) $5,349 Avg Close — Range —
Q1 2025
Shares 206,027 Value ($000) $4,772 Avg Close — Range —
Q4 2024
Shares 145,305 Value ($000) $3,298 Avg Close — Range —
Q3 2024
Shares 184,744 Value ($000) $4,266 Avg Close — Range —
Q2 2024
Shares 82,752 Value ($000) $3,850 Avg Close — Range —
Q1 2024
Shares 51,504 Value ($000) $2,301 Avg Close — Range —
Q4 2023
Shares 64,924 Value ($000) $3,027 Avg Close — Range —
Q2 2023
Shares 72,245 Value ($000) $3,335 Avg Close — Range —
Q1 2023
Shares 74,984 Value ($000) $3,529 Avg Close — Range —