SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 13,631 Value ($000) $367 Avg Close — Range —
Q3 2025
Shares 13,038 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 10,351 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 10,784 Value ($000) $238 Avg Close — Range —
Q4 2024
Shares 10,774 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 3,712 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 3,863 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 4,448 Value ($000) $276 Avg Close — Range —
Q4 2023
Shares 416,242 Value ($000) $23,476 Avg Close — Range —
Q3 2023
Shares 411,437 Value ($000) $20,819 Avg Close — Range —
Q2 2023
Shares 441,070 Value ($000) $23,099 Avg Close — Range —