SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 891 Value ($000) $29 Avg Close — Range —
Q3 2025
Shares 891 Value ($000) $30 Avg Close — Range —
Q2 2025
Shares 401 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 401 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 401 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 401 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 401 Value ($000) $11 Avg Close — Range —
Q1 2024
Shares 777 Value ($000) $20 Avg Close — Range —
Q4 2023
Shares 5,807 Value ($000) $144 Avg Close — Range —
Q3 2023
Shares 5,922 Value ($000) $142 Avg Close — Range —
Q2 2023
Shares 20,209 Value ($000) $498 Avg Close — Range —
Q1 2023
Shares 20,656 Value ($000) $506 Avg Close — Range —
Q4 2022
Shares 19,419 Value ($000) $460 Avg Close — Range —
Q3 2022
Shares 3,089 Value ($000) $69 Avg Close — Range —