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

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 384 shares of SCHD stock, worth $10,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares
384
Previous 225 70.67%
Holding current value
$10,748
Previous $17,000 88.24%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $12,246 - $13,524
159 Added 70.67%
384 $32,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $15,052 - $17,172
225 New
225 $17,000

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
333M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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