SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 415,988 Value ($000) $10,433 Avg Close — Range —
Q3 2025
Shares 375,927 Value ($000) $9,447 Avg Close — Range —
Q2 2025
Shares 348,994 Value ($000) $8,735 Avg Close — Range —
Q1 2025
Shares 318,396 Value ($000) $7,915 Avg Close — Range —
Q4 2024
Shares 296,026 Value ($000) $7,190 Avg Close — Range —
Q3 2024
Shares 127,680 Value ($000) $6,461 Avg Close — Range —
Q2 2024
Shares 154,708 Value ($000) $7,545 Avg Close — Range —
Q1 2024
Shares 139,951 Value ($000) $6,865 Avg Close — Range —
Q4 2023
Shares 122,134 Value ($000) $6,073 Avg Close — Range —
Q3 2023
Shares 113,265 Value ($000) $5,430 Avg Close — Range —
Q2 2023
Shares 114,563 Value ($000) $5,646 Avg Close — Range —
Q1 2023
Shares 110,983 Value ($000) $5,597 Avg Close — Range —
Q4 2022
Shares 109,593 Value ($000) $5,395 Avg Close — Range —
Q3 2022
Shares 108,682 Value ($000) $5,341 Avg Close — Range —
Q2 2022
Shares 110,911 Value ($000) $5,723 Avg Close — Range —
Q1 2022
Shares 114,867 Value ($000) $6,117 Avg Close — Range —
Q4 2021
Shares 116,224 Value ($000) $6,525 Avg Close — Range —
Q3 2021
Shares 116,004 Value ($000) $6,579 Avg Close — Range —
Q2 2021
Shares 100,764 Value ($000) $5,730 Avg Close — Range —
Q1 2021
Shares 87,127 Value ($000) $4,915 Avg Close — Range —
Q4 2020
Shares 77,263 Value ($000) $4,498 Avg Close — Range —