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

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

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 1,046,435 shares of SCHB stock, worth $66.9 Million. This represents 26.38% of its overall portfolio holdings.

Number of Shares
1,046,435
Previous 1,041,531 0.47%
Holding current value
$66.9 Million
Previous $58 Million 10.18%
% of portfolio
26.38%
Previous 25.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $2.41 Million - $2.62 Million
54,816 Added 8.59%
692,683 $31 Million
Q3 2022

Oct 31, 2022
SELL
N/A
-55,546 Reduced 8.01%
637,867 $26.8 Million
Q2 2022

Jul 21, 2022
BUY
N/A
30,599 Added 4.62%
693,413 $30.6 Million
Q1 2022

Apr 20, 2022
BUY
N/A
350,387 Added 112.15%
662,814 $35.4 Million
Q4 2021

Feb 11, 2022
BUY
N/A
312,427 New
312,427 $35.3 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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