SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 14,743 Value ($000) $397 Avg Close — Range —
Q3 2025
Shares 12,336 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 12,336 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 12,336 Value ($000) $272 Avg Close — Range —
Q4 2024
Shares 12,336 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 4,112 Value ($000) $279 Avg Close — Range —
Q2 2024
Shares 4,112 Value ($000) $269 Avg Close — Range —
Q1 2024
Shares 4,112 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 4,112 Value ($000) $232 Avg Close — Range —
Q2 2022
Shares 318 Value ($000) $14 Avg Close — Range —