SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Gen-Wealth Partners Inc's Holding History (CIK: 0002023375)

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

Q4 2025
Shares 100,623 Value ($000) $2,352 Avg Close — Range —
Q3 2025
Shares 79,047 Value ($000) $1,855 Avg Close — Range —
Q2 2025
Shares 74,722 Value ($000) $1,737 Avg Close — Range —
Q1 2025
Shares 89,414 Value ($000) $2,071 Avg Close — Range —
Q4 2024
Shares 81,929 Value ($000) $1,860 Avg Close — Range —
Q3 2024
Shares 78,043 Value ($000) $1,802 Avg Close — Range —
Q2 2024
Shares 42,073 Value ($000) $1,918 Avg Close — Range —
Q1 2024
Shares 42,822 Value ($000) $1,970 Avg Close — Range —