Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 225 shares of SCHD stock, worth $18,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
225
Previous 225
-0.0%
Holding current value
$18,555
Previous $17,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,635Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$894 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$802 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$754 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$737 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$641 Million5.64% of portfolio