SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 156,032 Value ($000) $5,090 Avg Close — Range —
Q3 2025
Shares 152,344 Value ($000) $4,861 Avg Close — Range —
Q2 2025
Shares 154,277 Value ($000) $4,506 Avg Close — Range —
Q1 2025
Shares 108,143 Value ($000) $2,708 Avg Close — Range —
Q4 2024
Shares 105,606 Value ($000) $2,943 Avg Close — Range —
Q3 2024
Shares 26,697 Value ($000) $2,781 Avg Close — Range —
Q2 2024
Shares 28,255 Value ($000) $2,849 Avg Close — Range —
Q1 2024
Shares 28,268 Value ($000) $2,621 Avg Close — Range —
Q4 2023
Shares 28,469 Value ($000) $2,362 Avg Close — Range —
Q3 2023
Shares 28,564 Value ($000) $2,077 Avg Close — Range —
Q2 2023
Shares 34,882 Value ($000) $2,614 Avg Close — Range —