Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 5,519 shares of SCHF stock, worth $101,604. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,519
Previous 5,519
-0.0%
Holding current value
$101,604
Previous $212,000
6.6%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.85 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.52 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.49 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.31 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$932 Million6.47% of portfolio