SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Horst & Graben Wealth Management LLC's Holding History (CIK: 0001818207)

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

Q4 2025
Shares 1,389,168 Value ($000) $32,469 Avg Close Range
Q3 2025
Shares 1,413,028 Value ($000) $33,164 Avg Close Range
Q2 2025
Shares 1,387,242 Value ($000) $32,239 Avg Close Range
Q1 2025
Shares 1,488,509 Value ($000) $34,474 Avg Close Range
Q4 2024
Shares 1,528,884 Value ($000) $34,706 Avg Close Range
Q3 2024
Shares 706,414 Value ($000) $33,569 Avg Close Range
Q2 2024
Shares 700,892 Value ($000) $31,947 Avg Close Range
Q1 2024
Shares 698,302 Value ($000) $32,122 Avg Close Range
Q4 2023
Shares 689,893 Value ($000) $32,163 Avg Close Range
Q3 2023
Shares 715,987 Value ($000) $31,668 Avg Close Range
Q2 2023
Shares 730,431 Value ($000) $33,717 Avg Close Range
Q1 2023
Shares 704,902 Value ($000) $33,067 Avg Close Range
Q4 2022
Shares 525,222 Value ($000) $23,976 Avg Close Range
Q3 2022
Shares 503,042 Value ($000) $22,793 Avg Close Range
Q2 2022
Shares 479,362 Value ($000) $22,947 Avg Close Range
Q1 2022
Shares 439,614 Value ($000) $22,231 Avg Close Range