SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 26,324 Value ($000) $1,199 Avg Close — Range —
Q3 2025
Shares 26,374 Value ($000) $1,200 Avg Close — Range —
Q2 2025
Shares 26,422 Value ($000) $1,125 Avg Close — Range —
Q1 2025
Shares 26,422 Value ($000) $948 Avg Close — Range —
Q4 2024
Shares 26,718 Value ($000) $917 Avg Close — Range —
Q3 2024
Shares 26,855 Value ($000) $1,035 Avg Close — Range —
Q2 2024
Shares 30,278 Value ($000) $1,077 Avg Close — Range —
Q1 2024
Shares 31,351 Value ($000) $1,122 Avg Close — Range —
Q4 2023
Shares 31,798 Value ($000) $1,109 Avg Close — Range —
Q3 2023
Shares 32,103 Value ($000) $1,035 Avg Close — Range —
Q2 2023
Shares 32,393 Value ($000) $1,094 Avg Close — Range —
Q1 2023
Shares 32,686 Value ($000) $1,102 Avg Close — Range —
Q4 2022
Shares 34,832 Value ($000) $1,096 Avg Close — Range —
Q3 2022
Shares 44,374 Value ($000) $1,231 Avg Close — Range —
Q2 2022
Shares 30,413 Value ($000) $950 Avg Close — Range —
Q1 2022
Shares 20,813 Value ($000) $790 Avg Close — Range —
Q4 2021
Shares 18,634 Value ($000) $763 Avg Close — Range —
Q3 2021
Shares 18,868 Value ($000) $783 Avg Close — Range —
Q2 2021
Shares 58,711 Value ($000) $2,442 Avg Close — Range —
Q1 2021
Shares 53,084 Value ($000) $2,093 Avg Close — Range —
Q4 2020
Shares 47,780 Value ($000) $1,799 Avg Close — Range —