SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Bestgate Wealth Advisors, LLC's Holding History (CIK: 0002055670)

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

Q4 2025
Shares 194,190 Value ($000) $4,538 Avg Close — Range —
Q3 2025
Shares 187,537 Value ($000) $4,402 Avg Close — Range —
Q2 2025
Shares 182,547 Value ($000) $4,228 Avg Close — Range —
Q1 2025
Shares 182,547 Value ($000) $4,228 Avg Close — Range —
Q4 2024
Shares 178,094 Value ($000) $4,043 Avg Close — Range —