SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 1,069 Value ($000) $30 Avg Close — Range —
Q1 2024
Shares 111 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 111 Value ($000) $5 Avg Close — Range —
Q2 2022
Shares 98 Value ($000) $4 Avg Close — Range —