SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 729,456 Value ($000) $23,795 Avg Close — Range —
Q3 2025
Shares 720,297 Value ($000) $22,985 Avg Close — Range —
Q2 2025
Shares 754,621 Value ($000) $22,042 Avg Close — Range —
Q1 2025
Shares 691,175 Value ($000) $17,307 Avg Close — Range —
Q4 2024
Shares 699,095 Value ($000) $19,484 Avg Close — Range —
Q3 2024
Shares 179,990 Value ($000) $18,751 Avg Close — Range —
Q2 2024
Shares 177,141 Value ($000) $17,863 Avg Close — Range —
Q1 2024
Shares 173,982 Value ($000) $16,132 Avg Close — Range —
Q4 2023
Shares 178,063 Value ($000) $14,772 Avg Close — Range —
Q3 2023
Shares 165,485 Value ($000) $12,034 Avg Close — Range —
Q2 2023
Shares 156,408 Value ($000) $11,723 Avg Close — Range —
Q1 2023
Shares 138,229 Value ($000) $9,008 Avg Close — Range —
Q4 2022
Shares 115,264 Value ($000) $6,404 Avg Close — Range —
Q3 2022
Shares 112,743 Value ($000) $6,292 Avg Close — Range —
Q2 2022
Shares 75,387 Value ($000) $4,372 Avg Close — Range —
Q1 2022
Shares 76,004 Value ($000) $5,687 Avg Close — Range —
Q4 2021
Shares 31,041 Value ($000) $5,083 Avg Close — Range —
Q3 2021
Shares 27,807 Value ($000) $4,118 Avg Close — Range —
Q2 2021
Shares 27,421 Value ($000) $4,002 Avg Close — Range —
Q1 2021
Shares 23,048 Value ($000) $3,241 Avg Close — Range —
Q4 2020
Shares 19,779 Value ($000) $2,540 Avg Close — Range —
Q3 2020
Shares 17,386 Value ($000) $2,002 Avg Close — Range —
Q2 2020
Shares 11,843 Value ($000) $1,203 Avg Close — Range —
Q4 2019
Shares 6,399 Value ($000) $595 Avg Close — Range —