Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 5,519 shares of SCHF stock, worth $224,347. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,519
Previous 6,184
10.75%
Holding current value
$224,347
Previous $241,000
12.03%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,196Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.96 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.8 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.25 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.17 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.9 Billion11.16% of portfolio