SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

LOWERY THOMAS, LLC's Holding History (CIK: 0001919701)

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

Q4 2025
Shares 152,568 Value ($000) $3,566 Avg Close — Range —
Q3 2025
Shares 136,850 Value ($000) $3,212 Avg Close — Range —
Q2 2025
Shares 123,794 Value ($000) $2,877 Avg Close — Range —
Q1 2025
Shares 124,635 Value ($000) $2,887 Avg Close — Range —
Q4 2024
Shares 131,291 Value ($000) $2,980 Avg Close — Range —
Q3 2024
Shares 53,362 Value ($000) $2,536 Avg Close — Range —
Q1 2022
Shares 33,344 Value ($000) $1,686 Avg Close — Range —
Q4 2021
Shares 49,085 Value ($000) $2,646 Avg Close — Range —