SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 6,817 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 6,800 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 6,800 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 6,800 Value ($000) $244 Avg Close — Range —
Q4 2024
Shares 6,800 Value ($000) $233 Avg Close — Range —
Q3 2024
Shares 6,800 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 6,800 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 6,800 Value ($000) $237 Avg Close — Range —
Q3 2023
Shares 6,803 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 6,803 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 6,803 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 6,803 Value ($000) $214 Avg Close — Range —
Q2 2022
Shares 6,803 Value ($000) $212 Avg Close — Range —
Q1 2022
Shares 6,803 Value ($000) $258 Avg Close — Range —
Q4 2021
Shares 6,823 Value ($000) $279 Avg Close — Range —