SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 3,847,441 Value ($000) $100,918 Avg Close — Range —
Q3 2025
Shares 3,829,077 Value ($000) $98,446 Avg Close — Range —
Q2 2025
Shares 3,833,932 Value ($000) $91,363 Avg Close — Range —
Q1 2025
Shares 3,682,762 Value ($000) $79,290 Avg Close — Range —
Q4 2024
Shares 3,570,574 Value ($000) $81,052 Avg Close — Range —
Q3 2024
Shares 1,153,135 Value ($000) $76,707 Avg Close — Range —
Q2 2024
Shares 1,064,494 Value ($000) $68,213 Avg Close — Range —
Q1 2024
Shares 1,046,435 Value ($000) $63,885 Avg Close — Range —
Q4 2023
Shares 1,041,531 Value ($000) $57,982 Avg Close — Range —
Q3 2023
Shares 1,007,164 Value ($000) $50,207 Avg Close — Range —
Q2 2023
Shares 919,725 Value ($000) $47,550 Avg Close — Range —
Q1 2023
Shares 795,308 Value ($000) $38,056 Avg Close — Range —
Q4 2022
Shares 692,683 Value ($000) $31,039 Avg Close — Range —
Q3 2022
Shares 637,867 Value ($000) $26,784 Avg Close — Range —
Q2 2022
Shares 693,413 Value ($000) $30,642 Avg Close — Range —
Q1 2022
Shares 662,814 Value ($000) $35,388 Avg Close — Range —
Q4 2021
Shares 312,427 Value ($000) $35,314 Avg Close — Range —