SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 8,064 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 8,064 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 8,064 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 9,384 Value ($000) $246 Avg Close — Range —