SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

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

Q2 2025
Shares 69,406 Value ($000) $1,613 Avg Close — Range —
Q4 2024
Shares 317,155 Value ($000) $7,199 Avg Close — Range —