SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 66,877 Value ($000) $1,905 Avg Close — Range —
Q3 2025
Shares 64,253 Value ($000) $1,793 Avg Close — Range —
Q2 2025
Shares 64,253 Value ($000) $1,626 Avg Close — Range —
Q1 2025
Shares 64,045 Value ($000) $1,501 Avg Close — Range —
Q4 2024
Shares 64,045 Value ($000) $1,656 Avg Close — Range —
Q3 2024
Shares 32,038 Value ($000) $1,650 Avg Close — Range —
Q2 2024
Shares 34,503 Value ($000) $1,637 Avg Close — Range —
Q1 2024
Shares 34,566 Value ($000) $1,702 Avg Close — Range —
Q4 2023
Shares 34,748 Value ($000) $1,641 Avg Close — Range —
Q3 2023
Shares 37,765 Value ($000) $1,564 Avg Close — Range —
Q2 2023
Shares 37,939 Value ($000) $1,662 Avg Close — Range —
Q1 2023
Shares 37,783 Value ($000) $1,584 Avg Close — Range —
Q4 2022
Shares 37,584 Value ($000) $1,523 Avg Close — Range —
Q3 2022
Shares 43,216 Value ($000) $1,634 Avg Close — Range —
Q2 2022
Shares 24,826 Value ($000) $968 Avg Close — Range —
Q1 2022
Shares 20,609 Value ($000) $976 Avg Close — Range —
Q4 2021
Shares 10,369 Value ($000) $1,062 Avg Close — Range —
Q3 2021
Shares 10,959 Value ($000) $1,097 Avg Close — Range —
Q2 2021
Shares 11,020 Value ($000) $1,148 Avg Close — Range —
Q1 2021
Shares 11,231 Value ($000) $1,119 Avg Close — Range —
Q4 2020
Shares 12,175 Value ($000) $1,084 Avg Close — Range —