SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 72,789 Value ($000) $1,959 Avg Close — Range —
Q3 2025
Shares 73,108 Value ($000) $1,926 Avg Close — Range —
Q2 2025
Shares 70,305 Value ($000) $1,718 Avg Close — Range —
Q1 2025
Shares 61,663 Value ($000) $1,362 Avg Close — Range —
Q4 2024
Shares 12,457 Value ($000) $289 Avg Close — Range —
Q3 2024
Shares 2,992 Value ($000) $203 Avg Close — Range —