SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 18,482 Value ($000) $432 Avg Close — Range —
Q3 2025
Shares 19,302 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 18,043 Value ($000) $419 Avg Close — Range —
Q1 2025
Shares 15,680 Value ($000) $363 Avg Close — Range —