Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025

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 9,376 shares of SCHG stock, worth $284,936. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,376
Previous 9,376 -0.0%
Holding current value
$284,936
Previous $234,000 16.67%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $182,339 - $740,469
7,032 Added 300.0%
9,376 $261,000
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
1,589
Shares Held
798M
Call Options Held
298K
Put Options Held
193K
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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