Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,344 shares of SCHG stock, worth $64,225. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,344
Previous 2,344 -0.0%
Holding current value
$64,225
Previous $236,000 3.39%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $18,191 - $21,236
209 Added 9.79%
2,344 $236,000
Q4 2023

Jan 26, 2024
BUY
$70.08 - $83.37 $134,343 - $159,820
1,917 Added 879.36%
2,135 $177,000
Q2 2022

Jul 21, 2022
BUY
$55.73 - $76.55 $12,149 - $16,687
218 New
218 $13,000

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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