SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Beacon Bridge Wealth Partners, LLC's Holding History (CIK: 0001965468)

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

Q4 2025
Shares 174,021 Value ($000) $4,067 Avg Close Range
Q3 2025
Shares 214,211 Value ($000) $5,028 Avg Close Range
Q2 2025
Shares 211,119 Value ($000) $4,906 Avg Close Range
Q1 2025
Shares 196,293 Value ($000) $4,546 Avg Close Range
Q4 2024
Shares 203,807 Value ($000) $4,626 Avg Close Range
Q3 2024
Shares 117,782 Value ($000) $5,597 Avg Close Range
Q2 2024
Shares 114,157 Value ($000) $5,203 Avg Close Range
Q1 2024
Shares 191,431 Value ($000) $8,806 Avg Close Range
Q4 2023
Shares 188,458 Value ($000) $8,786 Avg Close Range
Q3 2023
Shares 150,043 Value ($000) $6,636 Avg Close Range