SCHWAB STRATEGIC TR

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

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 385,162 Value ($000) $9,386 Avg Close — Range —
Q3 2025
Shares 482,216 Value ($000) $11,766 Avg Close — Range —
Q2 2025
Shares 422,850 Value ($000) $10,309 Avg Close — Range —
Q1 2025
Shares 536,191 Value ($000) $13,051 Avg Close — Range —
Q4 2024
Shares 529,432 Value ($000) $12,738 Avg Close — Range —
Q3 2024
Shares 244,768 Value ($000) $11,989 Avg Close — Range —
Q2 2024
Shares 223,527 Value ($000) $10,758 Avg Close — Range —
Q1 2024
Shares 205,694 Value ($000) $9,916 Avg Close — Range —
Q4 2023
Shares 123,584 Value ($000) $5,988 Avg Close — Range —
Q3 2023
Shares 86,384 Value ($000) $4,137 Avg Close — Range —
Q2 2023
Shares 65,585 Value ($000) $3,152 Avg Close — Range —