SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Pioneer Wealth Management Group's Holding History (CIK: 0001973339)

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

Q4 2025
Shares 1,814,258 Value ($000) $42,399 Avg Close — Range —
Q3 2025
Shares 2,395,677 Value ($000) $56,227 Avg Close — Range —
Q2 2025
Shares 2,226,231 Value ($000) $51,738 Avg Close — Range —
Q1 2025
Shares 1,965,005 Value ($000) $45,510 Avg Close — Range —
Q3 2024
Shares 546,321 Value ($000) $25,961 Avg Close — Range —
Q2 2024
Shares 332,007 Value ($000) $15,133 Avg Close — Range —
Q1 2024
Shares 288,019 Value ($000) $13,249 Avg Close — Range —
Q4 2023
Shares 463,858 Value ($000) $21,625 Avg Close — Range —
Q3 2023
Shares 348,940 Value ($000) $15,434 Avg Close — Range —
Q2 2023
Shares 254,394 Value ($000) $11,743 Avg Close — Range —
Q1 2023
Shares 277,871 Value ($000) $13,035 Avg Close — Range —
Q4 2022
Shares 290,127 Value ($000) $13,244 Avg Close — Range —