SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 69,846 Value ($000) $3,180 Avg Close — Range —
Q3 2025
Shares 74,816 Value ($000) $3,405 Avg Close — Range —
Q2 2025
Shares 75,592 Value ($000) $3,219 Avg Close — Range —
Q1 2025
Shares 73,529 Value ($000) $2,638 Avg Close — Range —
Q4 2024
Shares 80,486 Value ($000) $2,763 Avg Close — Range —
Q3 2024
Shares 114,831 Value ($000) $4,424 Avg Close — Range —
Q2 2024
Shares 292,599 Value ($000) $10,771 Avg Close — Range —
Q1 2024
Shares 404,423 Value ($000) $14,478 Avg Close — Range —
Q4 2023
Shares 375,560 Value ($000) $13,103 Avg Close — Range —
Q3 2023
Shares 350,099 Value ($000) $11,291 Avg Close — Range —
Q2 2023
Shares 321,451 Value ($000) $10,855 Avg Close — Range —
Q1 2023
Shares 285,054 Value ($000) $9,609 Avg Close — Range —
Q4 2022
Shares 250,800 Value ($000) $7,893 Avg Close — Range —
Q3 2022
Shares 228,834 Value ($000) $6,350 Avg Close — Range —
Q2 2022
Shares 216,209 Value ($000) $6,752 Avg Close — Range —
Q1 2022
Shares 193,692 Value ($000) $7,354 Avg Close — Range —
Q4 2021
Shares 168,357 Value ($000) $6,894 Avg Close — Range —