Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 17,884 shares of SCHF stock, worth $350,705. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,884
Previous 5,519
224.04%
Holding current value
$350,705
Previous $226,000
46.02%
% of portfolio
0.12%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,311Shares Held
1.01BCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.55 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.03 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.59 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$993 Million6.47% of portfolio