SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q2 2025
Shares 210,145 Value ($000) $4,884 Avg Close — Range —
Q1 2025
Shares 235,018 Value ($000) $5,443 Avg Close — Range —
Q4 2024
Shares 289,550 Value ($000) $6,573 Avg Close — Range —
Q3 2024
Shares 171,090 Value ($000) $8,130 Avg Close — Range —
Q2 2024
Shares 174,360 Value ($000) $7,947 Avg Close — Range —
Q1 2024
Shares 148,199 Value ($000) $6,817 Avg Close — Range —
Q4 2023
Shares 130,166 Value ($000) $6,068 Avg Close — Range —
Q4 2022
Shares 6,261 Value ($000) $286 Avg Close — Range —
Q4 2020
Shares 6,307 Value ($000) $353 Avg Close — Range —
Q3 2020
Shares 7,735 Value ($000) $433 Avg Close — Range —
Q2 2020
Shares 7,735 Value ($000) $435 Avg Close — Range —