SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Fulcrum Equity Management's Holding History (CIK: 0001737888)

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

Q4 2025
Shares 18,077 Value ($000) $422 Avg Close — Range —
Q3 2025
Shares 18,547 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 16,342 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 19,267 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 19,585 Value ($000) $445 Avg Close — Range —
Q3 2024
Shares 10,178 Value ($000) $484 Avg Close — Range —
Q2 2024
Shares 12,325 Value ($000) $562 Avg Close — Range —