SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q3 2023
Shares 7,314 Value ($000) $323 Avg Close — Range —
Q2 2023
Shares 8,290 Value ($000) $383 Avg Close — Range —
Q1 2023
Shares 7,443 Value ($000) $349 Avg Close — Range —
Q4 2022
Shares 5,823 Value ($000) $266 Avg Close — Range —
Q3 2022
Shares 8,645 Value ($000) $392 Avg Close — Range —
Q2 2022
Shares 8,590 Value ($000) $411 Avg Close — Range —
Q1 2022
Shares 8,674 Value ($000) $439 Avg Close — Range —
Q4 2021
Shares 9,717 Value ($000) $524 Avg Close — Range —
Q3 2021
Shares 6,294 Value ($000) $342 Avg Close — Range —
Q2 2021
Shares 8,148 Value ($000) $445 Avg Close — Range —
Q1 2021
Shares 7,092 Value ($000) $383 Avg Close — Range —
Q4 2020
Shares 6,857 Value ($000) $384 Avg Close — Range —