SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 9,185 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 9,185 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 9,376 Value ($000) $274 Avg Close — Range —
Q1 2025
Shares 9,376 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 9,376 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 2,344 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 2,344 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 2,135 Value ($000) $198 Avg Close — Range —
Q4 2023
Shares 2,135 Value ($000) $177 Avg Close — Range —
Q3 2023
Shares 218 Value ($000) $16 Avg Close — Range —
Q2 2023
Shares 218 Value ($000) $16 Avg Close — Range —
Q1 2023
Shares 218 Value ($000) $14 Avg Close — Range —
Q4 2022
Shares 218 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 218 Value ($000) $12 Avg Close — Range —
Q2 2022
Shares 218 Value ($000) $13 Avg Close — Range —