SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025
Shares 8,666 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 8,666 Value ($000) $202 Avg Close — Range —