SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 16,036 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 15,397 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 15,301 Value ($000) $405 Avg Close — Range —
Q1 2025
Shares 16,108 Value ($000) $450 Avg Close — Range —
Q4 2024
Shares 7,422 Value ($000) $203 Avg Close — Range —
Q3 2024
Shares 2,474 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 2,774 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 7,434 Value ($000) $599 Avg Close — Range —
Q4 2023
Shares 7,030 Value ($000) $535 Avg Close — Range —
Q3 2023
Shares 5,605 Value ($000) $397 Avg Close — Range —