SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 675,334 Value ($000) $16,937 Avg Close — Range —
Q3 2025
Shares 584,191 Value ($000) $14,681 Avg Close — Range —
Q2 2025
Shares 549,484 Value ($000) $13,754 Avg Close — Range —
Q1 2025
Shares 497,148 Value ($000) $12,359 Avg Close — Range —
Q4 2024
Shares 461,713 Value ($000) $11,215 Avg Close — Range —
Q3 2024
Shares 218,320 Value ($000) $11,047 Avg Close — Range —
Q2 2024
Shares 201,971 Value ($000) $9,949 Avg Close — Range —
Q1 2024
Shares 188,225 Value ($000) $9,232 Avg Close — Range —
Q4 2023
Shares 183,880 Value ($000) $9,143 Avg Close — Range —
Q3 2023
Shares 174,027 Value ($000) $8,343 Avg Close — Range —
Q2 2023
Shares 165,170 Value ($000) $8,140 Avg Close — Range —
Q1 2023
Shares 152,237 Value ($000) $7,677 Avg Close — Range —
Q4 2022
Shares 137,340 Value ($000) $6,761 Avg Close — Range —
Q3 2022
Shares 142,303 Value ($000) $6,993 Avg Close — Range —
Q2 2022
Shares 144,667 Value ($000) $7,465 Avg Close — Range —
Q1 2022
Shares 145,867 Value ($000) $7,767 Avg Close — Range —
Q4 2021
Shares 140,515 Value ($000) $7,888 Avg Close — Range —