SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 327,846 Value ($000) $8,822 Avg Close — Range —
Q3 2025
Shares 327,846 Value ($000) $8,635 Avg Close — Range —
Q2 2025
Shares 328,190 Value ($000) $8,021 Avg Close — Range —
Q1 2025
Shares 329,066 Value ($000) $7,266 Avg Close — Range —
Q4 2024
Shares 332,563 Value ($000) $7,709 Avg Close — Range —
Q3 2024
Shares 112,427 Value ($000) $7,628 Avg Close — Range —
Q2 2024
Shares 115,205 Value ($000) $7,402 Avg Close — Range —
Q1 2024
Shares 115,567 Value ($000) $7,172 Avg Close — Range —
Q4 2023
Shares 115,878 Value ($000) $6,536 Avg Close — Range —
Q3 2023
Shares 115,940 Value ($000) $5,867 Avg Close — Range —
Q2 2023
Shares 115,929 Value ($000) $6,071 Avg Close — Range —
Q1 2023
Shares 116,097 Value ($000) $5,616 Avg Close — Range —
Q4 2022
Shares 116,100 Value ($000) $5,242 Avg Close — Range —
Q3 2022
Shares 122,731 Value ($000) $5,198 Avg Close — Range —
Q2 2022
Shares 116,780 Value ($000) $5,215 Avg Close — Range —
Q1 2022
Shares 124,195 Value ($000) $6,688 Avg Close — Range —
Q4 2021
Shares 62,139 Value ($000) $7,073 Avg Close — Range —
Q3 2021
Shares 62,340 Value ($000) $6,485 Avg Close — Range —
Q2 2021
Shares 64,142 Value ($000) $6,669 Avg Close — Range —
Q1 2021
Shares 65,815 Value ($000) $6,320 Avg Close — Range —
Q4 2020
Shares 66,330 Value ($000) $6,033 Avg Close — Range —