SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 18,744 Value ($000) $555 Avg Close — Range —
Q3 2025
Shares 19,104 Value ($000) $556 Avg Close — Range —
Q2 2025
Shares 21,798 Value ($000) $603 Avg Close — Range —
Q1 2025
Shares 21,798 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 23,505 Value ($000) $613 Avg Close — Range —
Q3 2024
Shares 7,889 Value ($000) $634 Avg Close — Range —
Q2 2024
Shares 7,889 Value ($000) $584 Avg Close — Range —
Q1 2024
Shares 7,927 Value ($000) $602 Avg Close — Range —
Q4 2023
Shares 8,174 Value ($000) $573 Avg Close — Range —
Q3 2023
Shares 8,213 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 7,681 Value ($000) $515 Avg Close — Range —
Q1 2023
Shares 6,608 Value ($000) $433 Avg Close — Range —
Q4 2022
Shares 6,786 Value ($000) $448 Avg Close — Range —
Q3 2022
Shares 6,344 Value ($000) $371 Avg Close — Range —
Q2 2022
Shares 5,836 Value ($000) $364 Avg Close — Range —
Q1 2022
Shares 6,576 Value ($000) $469 Avg Close — Range —
Q4 2019
Shares 6,625 Value ($000) $398 Avg Close — Range —