Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Morton Brown Family Wealth, LLC

$328 Million
Q2 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,833,932 shares of SCHB stock, worth $97.4 Million. This represents 27.82% of its overall portfolio holdings.

Number of Shares

3,833,932

Previous 3,682,762 4.1%

Holding current value

$97.4 Million

Previous $79.3 Million 15.23%

% of portfolio

27.82%

Previous 26.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$19.1 - $23.83 $2.89 Million - $3.6 Million	151,170 Added 4.1%	3,833,932 $91.4 Million
Q1 2025 Apr 25, 2025	BUY	$21.23 - $23.75 $2.38 Million - $2.66 Million	112,188 Added 3.14%	3,682,762 $79.3 Million
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $53.2 Million - $162 Million	2,417,439 Added 209.64%	3,570,574 $81.1 Million
Q3 2024 Oct 24, 2024	BUY	$59.93 - $66.52 $5.31 Million - $5.9 Million	88,641 Added 8.33%	1,153,135 $76.7 Million
Q2 2024 Jul 30, 2024	BUY	$57.57 - $63.3 $1.04 Million - $1.14 Million	18,059 Added 1.73%	1,064,494 $66.9 Million
Q1 2024 Apr 23, 2024	BUY	$54.61 - $61.05 $267,807 - $299,389	4,904 Added 0.47%	1,046,435 $63.9 Million
Q4 2023 Jan 26, 2024	BUY	$47.61 - $55.91 $1.64 Million - $1.92 Million	34,367 Added 3.41%	1,041,531 $58 Million
Q3 2023 Oct 18, 2023	BUY	$49.59 - $53.57 $4.34 Million - $4.68 Million	87,439 Added 9.51%	1,007,164 $50.2 Million
Q2 2023 Jul 25, 2023	BUY	$47.08 - $51.7 $5.86 Million - $6.43 Million	124,417 Added 15.64%	919,725 $47.5 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $4.56 Million - $5.05 Million	102,625 Added 14.82%	795,308 $38.1 Million
Q4 2022 Feb 01, 2023	BUY	$41.94 - $47.81 $2.3 Million - $2.62 Million	54,816 Added 8.59%	692,683 $31 Million
Q3 2022 Oct 31, 2022	SELL	$41.99 - $50.63 $2.33 Million - $2.81 Million	-55,546 Reduced 8.01%	637,867 $26.8 Million
Q2 2022 Jul 21, 2022	BUY	$42.93 - $53.98 $1.31 Million - $1.65 Million	30,599 Added 4.62%	693,413 $30.6 Million
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $17.2 Million - $19.9 Million	350,387 Added 112.15%	662,814 $35.4 Million
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $16.2 Million - $17.8 Million	312,427 New	312,427 $35.3 Million

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History