SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q3 2025
Shares 5,344 Value ($000) $125 Avg Close — Range —
Q2 2025
Shares 4,512 Value ($000) $105 Avg Close — Range —