SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 371,523 Value ($000) $9,054 Avg Close — Range —
Q3 2025
Shares 336,282 Value ($000) $8,205 Avg Close — Range —