SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q2 2024
Shares 537 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 537 Value ($000) $26 Avg Close — Range —
Q4 2023
Shares 791 Value ($000) $38 Avg Close — Range —
Q3 2023
Shares 1,237 Value ($000) $59 Avg Close — Range —
Q2 2023
Shares 6,915 Value ($000) $332 Avg Close — Range —
Q1 2023
Shares 9,835 Value ($000) $480 Avg Close — Range —
Q4 2022
Shares 11,462 Value ($000) $553 Avg Close — Range —
Q3 2022
Shares 11,854 Value ($000) $572 Avg Close — Range —
Q2 2022
Shares 13,441 Value ($000) $661 Avg Close — Range —
Q1 2022
Shares 11,747 Value ($000) $582 Avg Close — Range —
Q4 2021
Shares 17,500 Value ($000) $890 Avg Close — Range —