Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 401 shares of SCHE stock, worth $12,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
401
Previous 777
48.39%
Holding current value
$12,005
Previous $19,000
47.37%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio