SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 11,969 Value ($000) $328 Avg Close — Range —
Q3 2025
Shares 11,967 Value ($000) $327 Avg Close — Range —
Q2 2025
Shares 11,877 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 11,854 Value ($000) $331 Avg Close — Range —
Q4 2024
Shares 11,756 Value ($000) $321 Avg Close — Range —
Q2 2020
Shares 6,884 Value ($000) $356 Avg Close — Range —
Q1 2020
Shares 5,938 Value ($000) $267 Avg Close — Range —
Q4 2019
Shares 4,572 Value ($000) $265 Avg Close — Range —