SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 43,541 Value ($000) $1,142 Avg Close — Range —
Q3 2025
Shares 44,173 Value ($000) $1,136 Avg Close — Range —
Q2 2025
Shares 44,173 Value ($000) $1,053 Avg Close — Range —
Q1 2025
Shares 44,173 Value ($000) $951 Avg Close — Range —
Q4 2024
Shares 47,955 Value ($000) $1,089 Avg Close — Range —
Q3 2024
Shares 15,986 Value ($000) $1,063 Avg Close — Range —
Q2 2024
Shares 17,601 Value ($000) $1,107 Avg Close — Range —
Q1 2024
Shares 17,601 Value ($000) $1,075 Avg Close — Range —
Q4 2023
Shares 17,657 Value ($000) $983 Avg Close — Range —
Q3 2023
Shares 18,733 Value ($000) $934 Avg Close — Range —
Q2 2023
Shares 18,719 Value ($000) $968 Avg Close — Range —
Q1 2023
Shares 18,837 Value ($000) $901 Avg Close — Range —
Q4 2022
Shares 18,852 Value ($000) $845 Avg Close — Range —
Q3 2022
Shares 19,482 Value ($000) $818 Avg Close — Range —
Q2 2022
Shares 19,858 Value ($000) $878 Avg Close — Range —
Q1 2022
Shares 19,982 Value ($000) $1,067 Avg Close — Range —
Q4 2021
Shares 10,093 Value ($000) $1,141 Avg Close — Range —
Q3 2021
Shares 10,192 Value ($000) $1,058 Avg Close — Range —
Q2 2021
Shares 11,644 Value ($000) $1,214 Avg Close — Range —
Q1 2021
Shares 11,760 Value ($000) $1,137 Avg Close — Range —
Q4 2020
Shares 13,862 Value ($000) $1,261 Avg Close — Range —