SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 10,361 Value ($000) $472 Avg Close — Range —
Q3 2025
Shares 10,461 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 10,636 Value ($000) $453 Avg Close — Range —
Q1 2025
Shares 11,124 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 11,247 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 11,344 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 11,582 Value ($000) $412 Avg Close — Range —
Q1 2024
Shares 12,468 Value ($000) $446 Avg Close — Range —
Q4 2023
Shares 15,616 Value ($000) $545 Avg Close — Range —
Q3 2023
Shares 15,819 Value ($000) $510 Avg Close — Range —
Q2 2023
Shares 15,878 Value ($000) $536 Avg Close — Range —
Q1 2023
Shares 16,187 Value ($000) $546 Avg Close — Range —
Q4 2022
Shares 17,131 Value ($000) $539 Avg Close — Range —
Q3 2022
Shares 15,627 Value ($000) $434 Avg Close — Range —
Q2 2022
Shares 15,607 Value ($000) $487 Avg Close — Range —
Q1 2022
Shares 15,922 Value ($000) $605 Avg Close — Range —
Q4 2021
Shares 15,900 Value ($000) $651 Avg Close — Range —