SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Moran Wealth Management, LLC's Holding History (CIK: 0001965334)

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

Q4 2025
Shares 211,835 Value ($000) $5,811 Avg Close — Range —
Q3 2025
Shares 177,998 Value ($000) $4,859 Avg Close — Range —
Q2 2025
Shares 164,167 Value ($000) $4,350 Avg Close — Range —
Q1 2025
Shares 149,732 Value ($000) $4,187 Avg Close — Range —
Q4 2024
Shares 150,921 Value ($000) $4,123 Avg Close — Range —
Q3 2024
Shares 35,369 Value ($000) $2,990 Avg Close — Range —
Q2 2024
Shares 36,507 Value ($000) $2,839 Avg Close — Range —
Q1 2024
Shares 37,903 Value ($000) $3,056 Avg Close — Range —
Q4 2023
Shares 58,133 Value ($000) $4,426 Avg Close — Range —
Q3 2023
Shares 65,011 Value ($000) $4,600 Avg Close — Range —
Q2 2023
Shares 63,753 Value ($000) $4,630 Avg Close — Range —