SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Ridgeline Wealth, LLC's Holding History (CIK: 0001934226)

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

Q4 2025
Shares 20,888 Value ($000) $488 Avg Close Range
Q3 2025
Shares 27,464 Value ($000) $645 Avg Close Range
Q2 2025
Shares 27,464 Value ($000) $638 Avg Close Range
Q1 2025
Shares 30,422 Value ($000) $705 Avg Close Range
Q4 2024
Shares 35,622 Value ($000) $809 Avg Close Range