Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Small 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 Intl Small stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 404,423 shares of SCHC stock, worth $14.4 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares
404,423
Previous 375,560 7.69%
Holding current value
$14.4 Million
Previous $13.1 Million 10.49%
% of portfolio
5.98%
Previous 5.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$33.2 - $35.86 $958,251 - $1.04 Million
28,863 Added 7.69%
404,423 $14.5 Million
Q4 2023

Jan 26, 2024
BUY
$30.0 - $35.05 $763,830 - $892,408
25,461 Added 7.27%
375,560 $13.1 Million
Q3 2023

Oct 18, 2023
BUY
$32.0 - $35.51 $916,736 - $1.02 Million
28,648 Added 8.91%
350,099 $11.3 Million
Q2 2023

Jul 25, 2023
BUY
$32.67 - $34.58 $1.19 Million - $1.26 Million
36,397 Added 12.77%
321,451 $10.9 Million
Q1 2023

Apr 25, 2023
BUY
$31.54 - $34.93 $1.08 Million - $1.2 Million
34,254 Added 13.66%
285,054 $9.61 Million
Q4 2022

Feb 01, 2023
BUY
$29.55 - $32.98 $649,095 - $724,438
21,966 Added 9.6%
250,800 $7.89 Million
Q3 2022

Oct 31, 2022
BUY
N/A
12,625 Added 5.84%
228,834 $6.35 Million
Q2 2022

Jul 21, 2022
BUY
N/A
22,517 Added 11.63%
216,209 $6.75 Million
Q1 2022

Apr 20, 2022
BUY
N/A
25,335 Added 15.05%
193,692 $7.35 Million
Q4 2021

Feb 11, 2022
BUY
N/A
168,357 New
168,357 $6.89 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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