SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Brady Martz Wealth Solutions, LLC's Holding History (CIK: 0002049470)

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

Q4 2025
Shares 158,972 Value ($000) $3,715 Avg Close Range
Q3 2025
Shares 187,840 Value ($000) $4,409 Avg Close Range
Q2 2025
Shares 188,746 Value ($000) $4,386 Avg Close Range
Q1 2025
Shares 362,081 Value ($000) $8,386 Avg Close Range
Q4 2024
Shares 425,198 Value ($000) $9,558 Avg Close Range