SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 1,423,565 Value ($000) $38,308 Avg Close — Range —
Q3 2025
Shares 1,378,546 Value ($000) $36,311 Avg Close — Range —
Q2 2025
Shares 1,327,241 Value ($000) $32,438 Avg Close — Range —
Q1 2025
Shares 1,377,799 Value ($000) $30,422 Avg Close — Range —
Q4 2024
Shares 1,367,701 Value ($000) $31,703 Avg Close — Range —
Q3 2024
Shares 456,943 Value ($000) $31,004 Avg Close — Range —
Q2 2024
Shares 465,572 Value ($000) $29,913 Avg Close — Range —
Q1 2024
Shares 429,427 Value ($000) $26,650 Avg Close — Range —
Q4 2023
Shares 391,329 Value ($000) $22,071 Avg Close — Range —
Q3 2023
Shares 384,570 Value ($000) $19,459 Avg Close — Range —
Q2 2023
Shares 384,607 Value ($000) $20,142 Avg Close — Range —
Q1 2023
Shares 376,701 Value ($000) $18,221 Avg Close — Range —
Q4 2022
Shares 360,606 Value ($000) $16,281 Avg Close — Range —
Q3 2022
Shares 345,175 Value ($000) $14,618 Avg Close — Range —
Q2 2022
Shares 344,916 Value ($000) $15,404 Avg Close — Range —
Q1 2022
Shares 340,365 Value ($000) $18,329 Avg Close — Range —
Q4 2021
Shares 168,215 Value ($000) $19,146 Avg Close — Range —